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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 | $37,157 | $217,432-82.9% | $185,851-80.0% | $167,553-77.8% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 12.34% | 148.43%-136.1pp | 122.11%-109.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $5,642 | $5,874-4.0% | $5,168+9.2% | $4,840+16.6% |
| Participant deferral / active EE | $4,935 | $6,357-22.4% | $5,569-11.4% | $6,343-22.2% |
| Admin fee / account holder | $2,907 | $19,820-85.3% | $16,245-82.1% | $12,316-76.4% |