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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 | $31,451 | $183,516-82.9% | $155,534-79.8% | $145,884-78.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 18.10% | 61.43%-43.3pp | 64.92%-46.8pp | 551.85%-533.7pp |
| Employer contribution / active EE | $1,659 | $5,315-68.8% | $4,675-64.5% | $4,662-64.4% |
| Participant deferral / active EE | $4,233 | $6,467-34.5% | $5,630-24.8% | $6,690-36.7% |
| Admin fee / account holder | $20,516 | $19,293+6.3% | $15,900+29.0% | $13,392+53.2% |