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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 | $37,192 | $165,399-77.5% | $149,745-75.2% | $158,982-76.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 14.28% | 348.34%-334.1pp | 276.72%-262.4pp | 302.99%-288.7pp |
| Employer contribution / active EE | $1,257 | $5,105-75.4% | $4,646-72.9% | $4,763-73.6% |
| Participant deferral / active EE | $3,252 | $7,183-54.7% | $6,843-52.5% | $5,983-45.6% |
| Admin fee / account holder | $1,064 | $10,811-90.2% | $9,312-88.6% | $11,252-90.5% |