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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 | $42,710 | $183,516-76.7% | $155,534-72.5% | $145,884-70.7% |
| Participation rate | 76.5% | 82.7%-6.2pp | 78.2%-1.7pp | 80.3%-3.8pp |
| Annual return | 9.37% | 61.43%-52.1pp | 64.92%-55.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $2,627 | $5,315-50.6% | $4,675-43.8% | $4,662-43.7% |
| Participant deferral / active EE | $3,530 | $6,467-45.4% | $5,630-37.3% | $6,690-47.2% |
| Admin fee / account holder | $13,797 | $19,293-28.5% | $15,900-13.2% | $13,392+3.0% |