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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 | $19,040 | $181,062-89.5% | $158,223-88.0% | $155,188-87.7% |
| Participation rate | 73.3% | 82.7%-9.3pp | 79.2%-5.9pp | 80.8%-7.5pp |
| Annual return | 21.80% | 57.39%-35.6pp | 52.09%-30.3pp | 148.84%-127.0pp |
| Employer contribution / active EE | $2,870 | $4,565-37.1% | $4,109-30.2% | $4,248-32.4% |
| Participant deferral / active EE | $5,031 | $6,134-18.0% | $5,467-8.0% | $6,531-23.0% |
| Admin fee / account holder | $7,825 | $18,825-58.4% | $16,047-51.2% | $14,480-46.0% |