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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 | $37,875 | $196,972-80.8% | $182,262-79.2% | $198,609-80.9% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 16.45% | 158.27%-141.8pp | 140.60%-124.1pp | 202.70%-186.2pp |
| Employer contribution / active EE | $4,025 | $5,364-25.0% | $5,046-20.2% | $5,055-20.4% |
| Participant deferral / active EE | $7,202 | $8,643-16.7% | $8,276-13.0% | $6,977+3.2% |
| Admin fee / account holder | $5,379 | $18,429-70.8% | $16,712-67.8% | $19,030-71.7% |