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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 | $35,930 | $176,105-79.6% | $159,474-77.5% | $167,536-78.6% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 13.21% | 331.91%-318.7pp | 263.68%-250.5pp | 478.82%-465.6pp |
| Employer contribution / active EE | $2,495 | $5,299-52.9% | $4,831-48.3% | $4,839-48.4% |
| Participant deferral / active EE | $6,232 | $7,751-19.6% | $7,353-15.3% | $6,342-1.7% |
| Admin fee / account holder | $3,886 | $12,559-69.1% | $10,802-64.0% | $12,315-68.4% |