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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 | $37,468 | $109,908-65.9% | $97,161-61.4% | $145,978-74.3% |
| Participation rate | 71.4% | 75.9%-4.5pp | 72.7%-1.3pp | 80.3%-8.9pp |
| Annual return | 15.53% | 243.80%-228.3pp | 75.36%-59.8pp | 550.52%-535.0pp |
| Employer contribution / active EE | $2,651 | $3,077-13.9% | $2,723-2.7% | $4,662-43.1% |
| Participant deferral / active EE | $4,856 | $4,679+3.8% | $4,265+13.8% | $6,690-27.4% |
| Admin fee / account holder | $2,109 | $6,213-66.0% | $5,647-62.6% | $13,400-84.3% |