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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 | $31,679 | $168,635-81.2% | $147,617-78.5% | $125,389-74.7% |
| Participation rate | 75.0% | 88.8%-13.8pp | 84.6%-9.6pp | 83.2%-8.2pp |
| Annual return | 41.46% | 77.65%-36.2pp | 61.98%-20.5pp | 282.24%-240.8pp |
| Employer contribution / active EE | $1,950 | $6,252-68.8% | $5,564-65.0% | $4,866-59.9% |
| Participant deferral / active EE | $5,002 | $5,507-9.2% | $4,895+2.2% | $5,352-6.5% |
| Admin fee / account holder | $3,370 | $13,580-75.2% | $11,612-71.0% | $9,541-64.7% |