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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 | $40,528 | $157,296-74.2% | $141,191-71.3% | $152,897-73.5% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 28.62% | 64.34%-35.7pp | 71.41%-42.8pp | 345.43%-316.8pp |
| Employer contribution / active EE | $4,724 | $5,262-10.2% | $4,736-0.3% | $4,764-0.8% |
| Participant deferral / active EE | $9,710 | $7,111+36.6% | $6,710+44.7% | $5,851+65.9% |
| Admin fee / account holder | $5,533 | $12,125-54.4% | $10,264-46.1% | $11,599-52.3% |