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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 | $31,996 | $129,737-75.3% | $119,126-73.1% | $154,746-79.3% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 28.95% | 379.08%-350.1pp | 282.11%-253.2pp | 172.34%-143.4pp |
| Employer contribution / active EE | $4,786 | $4,375+9.4% | $4,034+18.7% | $4,379+9.3% |
| Participant deferral / active EE | $8,010 | $5,842+37.1% | $5,318+50.6% | $6,730+19.0% |
| Admin fee / account holder | $4,378 | $11,961-63.4% | $10,693-59.1% | $14,365-69.5% |