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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 | $33,792 | $142,405-76.3% | $115,157-70.7% | $152,870-77.9% |
| Participation rate | 76.9% | 82.4%-5.4pp | 75.9%+1.0pp | 82.4%-5.5pp |
| Annual return | 22.67% | 41.48%-18.8pp | 35.60%-12.9pp | 345.34%-322.7pp |
| Employer contribution / active EE | $5,469 | $4,010+36.4% | $3,179+72.1% | $4,763+14.8% |
| Participant deferral / active EE | $4,562 | $5,164-11.7% | $4,168+9.4% | $5,850-22.0% |
| Admin fee / account holder | $1,738 | $8,462-79.5% | $7,088-75.5% | $11,597-85.0% |