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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 | $39,121 | $183,592-78.7% | $155,574-74.9% | $145,877-73.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.64% | 61.37%-42.7pp | 64.87%-46.2pp | 551.28%-532.6pp |
| Employer contribution / active EE | $2,611 | $5,317-50.9% | $4,676-44.2% | $4,663-44.0% |
| Participant deferral / active EE | $3,837 | $6,466-40.7% | $5,629-31.8% | $6,691-42.6% |
| Admin fee / account holder | $1,183 | $19,316-93.9% | $15,914-92.6% | $13,402-91.2% |