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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 | $162,136-76.6% | $152,301-75.1% | $154,746-75.5% |
| Participation rate | 75.0% | 84.1%-9.1pp | 82.4%-7.4pp | 80.7%-5.7pp |
| Annual return | 16.45% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $4,025 | $4,890-17.7% | $4,624-13.0% | $4,379-8.1% |
| Participant deferral / active EE | $7,202 | $8,341-13.7% | $8,004-10.0% | $6,730+7.0% |
| Admin fee / account holder | $5,379 | $15,759-65.9% | $14,398-62.6% | $14,365-62.6% |