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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 | $43,048 | $157,304-72.6% | $141,197-69.5% | $152,909-71.8% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 25.10% | 64.34%-39.2pp | 71.41%-46.3pp | 345.46%-320.4pp |
| Employer contribution / active EE | $3,337 | $5,263-36.6% | $4,736-29.5% | $4,764-29.9% |
| Participant deferral / active EE | $7,644 | $7,111+7.5% | $6,710+13.9% | $5,851+30.6% |
| Admin fee / account holder | $2,552 | $12,126-79.0% | $10,265-75.1% | $11,601-78.0% |