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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 | $42,418 | $156,398-72.9% | $147,318-71.2% | $138,895-69.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 14.46% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-130.9pp |
| Employer contribution / active EE | $2,843 | $4,853-41.4% | $4,593-38.1% | $4,194-32.2% |
| Participant deferral / active EE | $4,088 | $8,237-50.4% | $7,906-48.3% | $6,396-36.1% |
| Admin fee / account holder | $23,942 | $14,976+59.9% | $13,708+74.7% | $12,562+90.6% |