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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 | $223,823-82.2% | $211,142-81.1% | $154,746-74.2% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | 15.67% | 50.39%-34.7pp | 46.84%-31.2pp | 172.34%-156.7pp |
| Employer contribution / active EE | $2,284 | $6,787-66.4% | $6,442-64.6% | $4,379-47.9% |
| Participant deferral / active EE | $6,364 | $9,750-34.7% | $9,284-31.5% | $6,730-5.4% |
| Admin fee / account holder | $11,520 | $19,707-41.5% | $19,076-39.6% | $14,365-19.8% |