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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 | $38,432 | $149,741-74.3% | $118,914-67.7% | $158,982-75.8% |
| Participation rate | 76.9% | 82.1%-5.2pp | 75.4%+1.5pp | 82.0%-5.0pp |
| Annual return | 22.84% | 19.94%+2.9pp | 35.89%-13.1pp | 302.99%-280.2pp |
| Employer contribution / active EE | $5,951 | $4,119+44.5% | $3,264+82.3% | $4,763+24.9% |
| Participant deferral / active EE | $6,490 | $5,226+24.2% | $4,266+52.1% | $5,983+8.5% |
| Admin fee / account holder | $2,871 | $8,607-66.6% | $6,582-56.4% | $11,252-74.5% |