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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 | $181,062-77.1% | $158,223-73.8% | $155,188-73.3% |
| Participation rate | 71.4% | 82.7%-11.2pp | 79.2%-7.8pp | 80.8%-9.4pp |
| Annual return | 17.53% | 57.39%-39.9pp | 52.09%-34.6pp | 148.84%-131.3pp |
| Employer contribution / active EE | $1,714 | $4,565-62.5% | $4,109-58.3% | $4,248-59.7% |
| Participant deferral / active EE | $3,426 | $6,134-44.2% | $5,467-37.3% | $6,531-47.5% |
| Admin fee / account holder | $1,014 | $18,825-94.6% | $16,047-93.7% | $14,480-93.0% |