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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 | $38,582 | $157,296-75.5% | $141,191-72.7% | $152,897-74.8% |
| Participation rate | 76.9% | 84.8%-7.9pp | 82.5%-5.6pp | 82.5%-5.5pp |
| Annual return | 18.66% | 64.34%-45.7pp | 71.41%-52.7pp | 345.43%-326.8pp |
| Employer contribution / active EE | $2,548 | $5,262-51.6% | $4,736-46.2% | $4,764-46.5% |
| Participant deferral / active EE | $3,859 | $7,111-45.7% | $6,710-42.5% | $5,851-34.0% |
| Admin fee / account holder | $2,454 | $12,125-79.8% | $10,264-76.1% | $11,599-78.8% |