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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 | $39,774 | $217,427-81.7% | $185,837-78.6% | $167,518-76.3% |
| Participation rate | 77.8% | 86.0%-8.3pp | 81.7%-3.9pp | 82.1%-4.3pp |
| Annual return | 18.58% | 148.39%-129.8pp | 122.08%-103.5pp | 478.71%-460.1pp |
| Employer contribution / active EE | $3,010 | $5,874-48.8% | $5,168-41.8% | $4,838-37.8% |
| Participant deferral / active EE | $6,936 | $6,357+9.1% | $5,568+24.6% | $6,342+9.4% |
| Admin fee / account holder | $9,859 | $19,816-50.2% | $16,241-39.3% | $12,312-19.9% |