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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 | $29,203 | $112,121-74.0% | $95,960-69.6% | $158,966-81.6% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 14.12% | 171.16%-157.0pp | 91.63%-77.5pp | 302.95%-288.8pp |
| Employer contribution / active EE | $2,217 | $3,199-30.7% | $2,541-12.7% | $4,762-53.4% |
| Participant deferral / active EE | $4,548 | $4,784-4.9% | $4,167+9.2% | $5,983-24.0% |
| Admin fee / account holder | $672 | $10,135-93.4% | $6,797-90.1% | $11,250-94.0% |