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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 | $38,096 | $148,582-74.4% | $135,942-72.0% | $139,456-72.7% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 26.05% | 79.26%-53.2pp | 68.28%-42.2pp | 373.45%-347.4pp |
| Employer contribution / active EE | $3,070 | $5,245-41.5% | $4,858-36.8% | $4,753-35.4% |
| Participant deferral / active EE | $5,901 | $8,101-27.2% | $7,759-23.9% | $6,711-12.1% |
| Admin fee / account holder | $1,957 | $12,402-84.2% | $10,764-81.8% | $11,407-82.8% |