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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 | $40,963 | $183,627-77.7% | $155,602-73.7% | $145,978-71.9% |
| Participation rate | 77.3% | 82.7%-5.4pp | 78.2%-0.9pp | 80.3%-3.0pp |
| Annual return | 13.90% | 61.32%-47.4pp | 64.81%-50.9pp | 550.52%-536.6pp |
| Employer contribution / active EE | $2,810 | $5,316-47.2% | $4,675-39.9% | $4,662-39.7% |
| Participant deferral / active EE | $7,610 | $6,466+17.7% | $5,629+35.2% | $6,690+13.8% |
| Admin fee / account holder | $8,746 | $19,327-54.7% | $15,923-45.1% | $13,400-34.7% |