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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 | $183,516-78.7% | $155,534-74.8% | $145,884-73.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.64% | 61.43%-42.8pp | 64.92%-46.3pp | 551.85%-533.2pp |
| Employer contribution / active EE | $2,611 | $5,315-50.9% | $4,675-44.1% | $4,662-44.0% |
| Participant deferral / active EE | $3,837 | $6,467-40.7% | $5,630-31.8% | $6,690-42.6% |
| Admin fee / account holder | $1,183 | $19,293-93.9% | $15,900-92.6% | $13,392-91.2% |