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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 | $108,912-64.3% | $100,383-61.3% | $145,959-73.4% |
| Participation rate | 71.4% | 83.0%-11.5pp | 81.5%-10.1pp | 80.3%-8.9pp |
| Annual return | 16.82% | 57.96%-41.1pp | 49.26%-32.4pp | 561.95%-545.1pp |
| Employer contribution / active EE | $3,066 | $4,423-30.7% | $3,944-22.3% | $4,661-34.2% |
| Participant deferral / active EE | $7,011 | $8,451-17.0% | $8,086-13.3% | $6,689+4.8% |
| Admin fee / account holder | $12,081 | $9,690+24.7% | $7,900+52.9% | $13,398-9.8% |