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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 | $40,126 | $157,304-74.5% | $141,197-71.6% | $152,909-73.8% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 22.13% | 64.34%-42.2pp | 71.41%-49.3pp | 345.46%-323.3pp |
| Employer contribution / active EE | $2,610 | $5,263-50.4% | $4,736-44.9% | $4,764-45.2% |
| Participant deferral / active EE | $7,561 | $7,111+6.3% | $6,710+12.7% | $5,851+29.2% |
| Admin fee / account holder | $12,782 | $12,126+5.4% | $10,265+24.5% | $11,601+10.2% |