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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 | $38,854 | $108,897-64.3% | $100,378-61.3% | $145,877-73.4% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 16.82% | 58.17%-41.4pp | 49.41%-32.6pp | 551.28%-534.5pp |
| Employer contribution / active EE | $3,066 | $4,420-30.6% | $3,942-22.2% | $4,663-34.3% |
| Participant deferral / active EE | $7,011 | $8,455-17.1% | $8,087-13.3% | $6,691+4.8% |
| Admin fee / account holder | $12,081 | $9,690+24.7% | $7,899+52.9% | $13,402-9.9% |