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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 | $30,959 | $183,592-83.1% | $155,574-80.1% | $145,877-78.8% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 9.98% | 61.37%-51.4pp | 64.87%-54.9pp | 551.28%-541.3pp |
| Employer contribution / active EE | $2,894 | $5,317-45.6% | $4,676-38.1% | $4,663-37.9% |
| Participant deferral / active EE | $4,865 | $6,466-24.8% | $5,629-13.6% | $6,691-27.3% |
| Admin fee / account holder | $16,288 | $19,316-15.7% | $15,914+2.3% | $13,402+21.5% |