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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 | $27,034 | $148,623-81.8% | $135,974-80.1% | $139,466-80.6% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 21.97% | 79.30%-57.3pp | 68.30%-46.3pp | 373.66%-351.7pp |
| Employer contribution / active EE | $3,438 | $5,246-34.5% | $4,859-29.2% | $4,754-27.7% |
| Participant deferral / active EE | $5,962 | $8,103-26.4% | $7,760-23.2% | $6,712-11.2% |
| Admin fee / account holder | $5,344 | $12,406-56.9% | $10,767-50.4% | $11,409-53.2% |