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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 | $26,919 | $201,344-86.6% | $184,243-85.4% | $145,877-81.5% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 18.51% | 29.01%-10.5pp | 28.82%-10.3pp | 551.28%-532.8pp |
| Employer contribution / active EE | $3,821 | $7,022-45.6% | $6,427-40.5% | $4,663-18.1% |
| Participant deferral / active EE | $7,133 | $9,807-27.3% | $9,132-21.9% | $6,691+6.6% |
| Admin fee / account holder | $4,083 | $16,382-75.1% | $13,914-70.7% | $13,402-69.5% |