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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 | $38,403 | $166,020-76.9% | $164,866-76.7% | $145,959-73.7% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 12.57% | 100.08%-87.5pp | 69.97%-57.4pp | 561.95%-549.4pp |
| Employer contribution / active EE | $1,763 | $5,275-66.6% | $4,343-59.4% | $4,661-62.2% |
| Participant deferral / active EE | $3,525 | $6,961-49.4% | $6,033-41.6% | $6,689-47.3% |
| Admin fee / account holder | $19,350 | $16,644+16.3% | $12,689+52.5% | $13,398+44.4% |