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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 | $33,657 | $154,228-78.2% | $145,433-76.9% | $137,256-75.5% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 24.32% | 74.59%-50.3pp | 66.58%-42.3pp | 220.34%-196.0pp |
| Employer contribution / active EE | $2,204 | $4,804-54.1% | $4,554-51.6% | $4,156-47.0% |
| Participant deferral / active EE | $3,454 | $8,216-58.0% | $7,897-56.3% | $6,407-46.1% |
| Admin fee / account holder | $1,314 | $14,344-90.8% | $13,129-90.0% | $12,270-89.3% |