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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 | $38,009 | $118,695-68.0% | $98,916-61.6% | $158,950-76.1% |
| Participation rate | 72.7% | 77.8%-5.1pp | 76.0%-3.3pp | 82.0%-9.2pp |
| Annual return | 14.58% | 372.39%-357.8pp | 196.45%-181.9pp | 302.91%-288.3pp |
| Employer contribution / active EE | $1,857 | $3,333-44.3% | $2,689-30.9% | $4,762-61.0% |
| Participant deferral / active EE | $4,480 | $5,088-12.0% | $4,245+5.5% | $5,983-25.1% |
| Admin fee / account holder | $1,224 | $10,132-87.9% | $6,642-81.6% | $11,248-89.1% |