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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 | $42,685 | $227,399-81.2% | $189,758-77.5% | $198,609-78.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 79.8%-2.0pp | 82.4%-4.6pp |
| Annual return | 20.01% | 61.03%-41.0pp | 52.62%-32.6pp | 202.70%-182.7pp |
| Employer contribution / active EE | $3,747 | $5,526-32.2% | $4,767-21.4% | $5,055-25.9% |
| Participant deferral / active EE | $4,025 | $6,837-41.1% | $5,856-31.3% | $6,977-42.3% |
| Admin fee / account holder | $444 | $25,162-98.2% | $20,388-97.8% | $19,030-97.7% |