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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 | $38,791 | $185,905-79.1% | $170,057-77.2% | $139,487-72.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.15% | 60.56%-47.4pp | 53.42%-40.3pp | 373.84%-360.7pp |
| Employer contribution / active EE | $2,081 | $7,597-72.6% | $6,790-69.4% | $4,755-56.2% |
| Participant deferral / active EE | $3,681 | $11,627-68.3% | $10,411-64.6% | $6,713-45.2% |
| Admin fee / account holder | $5,440 | $15,397-64.7% | $12,826-57.6% | $11,407-52.3% |