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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 | $39,948 | $185,905-78.5% | $170,057-76.5% | $139,487-71.4% |
| Participation rate | 73.3% | 87.8%-14.4pp | 87.0%-13.7pp | 80.3%-7.0pp |
| Annual return | 15.95% | 60.56%-44.6pp | 53.42%-37.5pp | 373.84%-357.9pp |
| Employer contribution / active EE | $2,284 | $7,597-69.9% | $6,790-66.4% | $4,755-52.0% |
| Participant deferral / active EE | $4,870 | $11,627-58.1% | $10,411-53.2% | $6,713-27.5% |
| Admin fee / account holder | $6,128 | $15,397-60.2% | $12,826-52.2% | $11,407-46.3% |