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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 | $40,481 | $183,592-78.0% | $155,574-74.0% | $145,877-72.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 13.96% | 61.37%-47.4pp | 64.87%-50.9pp | 551.28%-537.3pp |
| Employer contribution / active EE | $2,357 | $5,317-55.7% | $4,676-49.6% | $4,663-49.5% |
| Participant deferral / active EE | $3,052 | $6,466-52.8% | $5,629-45.8% | $6,691-54.4% |
| Admin fee / account holder | $41,496 | $19,316+114.8% | $15,914+160.7% | $13,402+209.6% |