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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 | $35,754 | $176,120-79.7% | $159,487-77.6% | $167,553-78.7% |
| Participation rate | 75.0% | 85.0%-10.0pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 22.97% | 331.95%-309.0pp | 263.71%-240.7pp | 478.89%-455.9pp |
| Employer contribution / active EE | $3,051 | $5,299-42.4% | $4,831-36.8% | $4,840-37.0% |
| Participant deferral / active EE | $10,459 | $7,752+34.9% | $7,354+42.2% | $6,343+64.9% |
| Admin fee / account holder | $998 | $12,561-92.1% | $10,804-90.8% | $12,316-91.9% |