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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 | $108,942-64.3% | $100,415-61.3% | $145,897-73.4% |
| Participation rate | 71.4% | 83.0%-11.6pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 16.82% | 58.27%-41.5pp | 49.47%-32.7pp | 552.29%-535.5pp |
| Employer contribution / active EE | $3,066 | $4,422-30.7% | $3,943-22.3% | $4,663-34.3% |
| Participant deferral / active EE | $7,011 | $8,461-17.1% | $8,091-13.3% | $6,689+4.8% |
| Admin fee / account holder | $12,081 | $9,702+24.5% | $7,906+52.8% | $13,390-9.8% |