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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 | $37,254 | $183,592-79.7% | $155,567-76.1% | $145,959-74.5% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.92% | 61.24%-48.3pp | 64.74%-51.8pp | 561.95%-549.0pp |
| Employer contribution / active EE | $1,796 | $5,315-66.2% | $4,674-61.6% | $4,661-61.5% |
| Participant deferral / active EE | $7,274 | $6,464+12.5% | $5,628+29.3% | $6,689+8.8% |
| Admin fee / account holder | $7,262 | $19,318-62.4% | $15,916-54.4% | $13,398-45.8% |