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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 | $39,623 | $165,361-76.0% | $149,715-73.5% | $158,950-75.1% |
| Participation rate | 76.9% | 84.6%-7.6pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 12.97% | 348.24%-335.3pp | 276.66%-263.7pp | 302.91%-289.9pp |
| Employer contribution / active EE | $1,609 | $5,103-68.5% | $4,645-65.4% | $4,762-66.2% |
| Participant deferral / active EE | $2,482 | $7,182-65.4% | $6,842-63.7% | $5,983-58.5% |
| Admin fee / account holder | $401 | $10,808-96.3% | $9,310-95.7% | $11,248-96.4% |