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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 | $38,197 | $105,145-63.7% | $94,664-59.7% | $139,466-72.6% |
| Participation rate | 80.0% | 82.4%-2.4pp | 80.8%-0.8pp | 80.3%-0.3pp |
| Annual return | 25.75% | 38.09%-12.3pp | 156.84%-131.1pp | 373.66%-347.9pp |
| Employer contribution / active EE | $2,476 | $4,107-39.7% | $3,673-32.6% | $4,754-47.9% |
| Participant deferral / active EE | $6,871 | $7,599-9.6% | $7,417-7.4% | $6,712+2.4% |
| Admin fee / account holder | $3,056 | $8,972-65.9% | $7,222-57.7% | $11,409-73.2% |