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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 | $39,909 | $209,336-80.9% | $197,124-79.8% | $137,256-70.9% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 15.67% | 48.09%-32.4pp | 44.34%-28.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,284 | $6,591-65.4% | $6,227-63.3% | $4,156-45.1% |
| Participant deferral / active EE | $6,364 | $9,614-33.8% | $9,135-30.3% | $6,407-0.7% |
| Admin fee / account holder | $11,520 | $17,308-33.4% | $16,298-29.3% | $12,270-6.1% |