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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 | $32,665 | $158,393-79.4% | $143,412-77.2% | $155,188-79.0% |
| Participation rate | 71.4% | 79.7%-8.3pp | 78.5%-7.0pp | 80.8%-9.4pp |
| Annual return | 20.75% | 324.22%-303.5pp | 256.99%-236.2pp | 148.84%-128.1pp |
| Employer contribution / active EE | $4,147 | $3,911+6.0% | $3,748+10.6% | $4,248-2.4% |
| Participant deferral / active EE | $5,655 | $7,193-21.4% | $6,816-17.0% | $6,531-13.4% |
| Admin fee / account holder | $4,663 | $12,964-64.0% | $11,396-59.1% | $14,480-67.8% |