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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 | $36,272 | $211,239-82.8% | $178,528-79.7% | $145,877-75.1% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 15.82% | 30.22%-14.4pp | 27.11%-11.3pp | 551.28%-535.5pp |
| Employer contribution / active EE | $3,740 | $4,570-18.2% | $3,950-5.3% | $4,663-19.8% |
| Participant deferral / active EE | $9,903 | $6,963+42.2% | $6,278+57.7% | $6,691+48.0% |
| Admin fee / account holder | $3,379 | $12,095-72.1% | $10,419-67.6% | $13,402-74.8% |