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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 | $38,340 | $121,701-68.5% | $104,639-63.4% | $158,982-75.9% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 20.97% | 465.72%-444.7pp | 340.67%-319.7pp | 302.99%-282.0pp |
| Employer contribution / active EE | $796 | $3,165-74.8% | $2,682-70.3% | $4,763-83.3% |
| Participant deferral / active EE | $10,037 | $4,176+140.4% | $3,738+168.5% | $5,983+67.7% |
| Admin fee / account holder | $4,405 | $7,778-43.4% | $6,465-31.9% | $11,252-60.8% |