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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 | $42,908 | $148,623-71.1% | $135,974-68.4% | $139,466-69.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 24.16% | 79.30%-55.1pp | 68.30%-44.1pp | 373.66%-349.5pp |
| Employer contribution / active EE | $2,412 | $5,246-54.0% | $4,859-50.4% | $4,754-49.3% |
| Participant deferral / active EE | $5,468 | $8,103-32.5% | $7,760-29.5% | $6,712-18.5% |
| Admin fee / account holder | $2,388 | $12,406-80.7% | $10,767-77.8% | $11,409-79.1% |