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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 | $36,207 | $209,336-82.7% | $197,124-81.6% | $137,256-73.6% |
| Participation rate | 77.8% | 87.3%-9.5pp | 86.7%-8.9pp | 80.0%-2.2pp |
| Annual return | 13.93% | 48.09%-34.2pp | 44.34%-30.4pp | 220.34%-206.4pp |
| Employer contribution / active EE | $5,734 | $6,591-13.0% | $6,227-7.9% | $4,156+38.0% |
| Participant deferral / active EE | $6,412 | $9,614-33.3% | $9,135-29.8% | $6,407+0.1% |
| Admin fee / account holder | $40,070 | $17,308+131.5% | $16,298+145.9% | $12,270+226.6% |