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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 | $33,771 | $117,829-71.3% | $102,423-67.0% | $145,877-76.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.22% | 31.83%-15.6pp | 29.42%-13.2pp | 551.28%-535.1pp |
| Employer contribution / active EE | $4,638 | $3,615+28.3% | $3,023+53.4% | $4,663-0.5% |
| Participant deferral / active EE | $4,795 | $5,732-16.3% | $5,054-5.1% | $6,691-28.3% |
| Admin fee / account holder | $5,209 | $13,335-60.9% | $9,455-44.9% | $13,402-61.1% |