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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,192 | $107,363-64.4% | $92,909-58.9% | $152,897-75.0% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.0%-1.0pp | 82.5%-7.5pp |
| Annual return | 21.99% | 145.63%-123.6pp | 109.44%-87.4pp | 345.43%-323.4pp |
| Employer contribution / active EE | $1,842 | $4,222-56.4% | $3,653-49.6% | $4,764-61.3% |
| Participant deferral / active EE | $4,763 | $4,848-1.7% | $4,238+12.4% | $5,851-18.6% |
| Admin fee / account holder | $914 | $7,082-87.1% | $5,795-84.2% | $11,599-92.1% |