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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 | $37,876 | $115,814-67.3% | $101,275-62.6% | $158,982-76.2% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.1pp |
| Annual return | 15.33% | 56.16%-40.8pp | 46.48%-31.2pp | 302.99%-287.7pp |
| Employer contribution / active EE | $2,303 | $4,176-44.8% | $3,660-37.1% | $4,763-51.6% |
| Participant deferral / active EE | $5,910 | $4,958+19.2% | $4,371+35.2% | $5,983-1.2% |
| Admin fee / account holder | $5,305 | $7,249-26.8% | $5,948-10.8% | $11,252-52.9% |