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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 | $37,695 | $114,119-67.0% | $107,187-64.8% | $138,895-72.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 79.9%+0.1pp |
| Annual return | 20.85% | 273.21%-252.4pp | 204.55%-183.7pp | 145.39%-124.5pp |
| Employer contribution / active EE | $1,844 | $4,059-54.6% | $3,782-51.2% | $4,194-56.0% |
| Participant deferral / active EE | $2,543 | $5,538-54.1% | $5,096-50.1% | $6,396-60.2% |
| Admin fee / account holder | $1,524 | $10,024-84.8% | $9,162-83.4% | $12,562-87.9% |