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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 | $41,396 | $183,516-77.4% | $155,534-73.4% | $145,884-71.6% |
| Participation rate | 72.7% | 82.7%-10.0pp | 78.2%-5.5pp | 80.3%-7.6pp |
| Annual return | 22.35% | 61.43%-39.1pp | 64.92%-42.6pp | 551.85%-529.5pp |
| Employer contribution / active EE | $2,982 | $5,315-43.9% | $4,675-36.2% | $4,662-36.0% |
| Participant deferral / active EE | $5,621 | $6,467-13.1% | $5,630-0.2% | $6,690-16.0% |
| Admin fee / account holder | $1,623 | $19,293-91.6% | $15,900-89.8% | $13,392-87.9% |