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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 | $41,382 | $174,379-76.3% | $152,093-72.8% | $138,895-70.2% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 17.53% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,714 | $4,652-63.2% | $4,175-59.0% | $4,194-59.1% |
| Participant deferral / active EE | $3,426 | $6,159-44.4% | $5,451-37.2% | $6,396-46.4% |
| Admin fee / account holder | $1,014 | $16,880-94.0% | $14,497-93.0% | $12,562-91.9% |