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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 | $42,137 | $196,972-78.6% | $182,262-76.9% | $198,609-78.8% |
| Participation rate | 76.5% | 85.7%-9.2pp | 84.2%-7.7pp | 82.4%-5.9pp |
| Annual return | 14.84% | 158.27%-143.4pp | 140.60%-125.8pp | 202.70%-187.9pp |
| Employer contribution / active EE | $3,818 | $5,364-28.8% | $5,046-24.3% | $5,055-24.5% |
| Participant deferral / active EE | $8,390 | $8,643-2.9% | $8,276+1.4% | $6,977+20.3% |
| Admin fee / account holder | $5,039 | $18,429-72.7% | $16,712-69.8% | $19,030-73.5% |