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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 | $45,135 | $183,539-75.4% | $155,556-71.0% | $145,897-69.1% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 14.01% | 61.31%-47.3pp | 64.84%-50.8pp | 552.29%-538.3pp |
| Employer contribution / active EE | $4,045 | $5,315-23.9% | $4,675-13.5% | $4,663-13.3% |
| Participant deferral / active EE | $9,012 | $6,467+39.4% | $5,631+60.1% | $6,689+34.7% |
| Admin fee / account holder | $5,683 | $19,275-70.5% | $15,885-64.2% | $13,390-57.6% |