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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 | $45,554 | $148,629-69.4% | $135,982-66.5% | $139,487-67.3% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.71% | 79.33%-60.6pp | 68.32%-49.6pp | 373.84%-355.1pp |
| Employer contribution / active EE | $2,475 | $5,247-52.8% | $4,859-49.1% | $4,755-48.0% |
| Participant deferral / active EE | $9,700 | $8,102+19.7% | $7,760+25.0% | $6,713+44.5% |
| Admin fee / account holder | $7,140 | $12,406-42.4% | $10,767-33.7% | $11,407-37.4% |