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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 | $38,048 | $165,381-77.0% | $149,730-74.6% | $158,966-76.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.49% | 348.29%-329.8pp | 276.70%-258.2pp | 302.95%-284.5pp |
| Employer contribution / active EE | $3,320 | $5,104-35.0% | $4,645-28.5% | $4,762-30.3% |
| Participant deferral / active EE | $11,366 | $7,182+58.3% | $6,843+66.1% | $5,983+90.0% |
| Admin fee / account holder | $8,596 | $10,809-20.5% | $9,310-7.7% | $11,250-23.6% |