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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 | $185,830-79.1% | $170,004-77.2% | $139,427-72.2% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 13.15% | 60.52%-47.4pp | 53.39%-40.2pp | 373.27%-360.1pp |
| Employer contribution / active EE | $2,081 | $7,591-72.6% | $6,786-69.3% | $4,752-56.2% |
| Participant deferral / active EE | $3,681 | $11,622-68.3% | $10,408-64.6% | $6,711-45.2% |
| Admin fee / account holder | $5,440 | $15,381-64.6% | $12,816-57.5% | $11,404-52.3% |