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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 | $33,640 | $148,629-77.4% | $135,982-75.3% | $139,487-75.9% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 19.54% | 79.33%-59.8pp | 68.32%-48.8pp | 373.84%-354.3pp |
| Employer contribution / active EE | $2,065 | $5,247-60.6% | $4,859-57.5% | $4,755-56.6% |
| Participant deferral / active EE | $4,065 | $8,102-49.8% | $7,760-47.6% | $6,713-39.4% |
| Admin fee / account holder | $1,062 | $12,406-91.4% | $10,767-90.1% | $11,407-90.7% |