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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 | $148,623-74.4% | $135,974-72.0% | $139,466-72.7% |
| Participation rate | 70.6% | 83.9%-13.3pp | 81.9%-11.3pp | 80.3%-9.7pp |
| Annual return | 26.05% | 79.30%-53.2pp | 68.30%-42.3pp | 373.66%-347.6pp |
| Employer contribution / active EE | $3,070 | $5,246-41.5% | $4,859-36.8% | $4,754-35.4% |
| Participant deferral / active EE | $5,901 | $8,103-27.2% | $7,760-23.9% | $6,712-12.1% |
| Admin fee / account holder | $1,957 | $12,406-84.2% | $10,767-81.8% | $11,409-82.8% |