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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 | $43,346 | $148,629-70.8% | $135,982-68.1% | $139,487-68.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 17.93% | 79.33%-61.4pp | 68.32%-50.4pp | 373.84%-355.9pp |
| Employer contribution / active EE | $2,732 | $5,247-47.9% | $4,859-43.8% | $4,755-42.5% |
| Participant deferral / active EE | $7,574 | $8,102-6.5% | $7,760-2.4% | $6,713+12.8% |
| Admin fee / account holder | $1,132 | $12,406-90.9% | $10,767-89.5% | $11,407-90.1% |