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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 | $40,090 | $165,381-75.8% | $149,730-73.2% | $158,966-74.8% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 18.56% | 348.29%-329.7pp | 276.70%-258.1pp | 302.95%-284.4pp |
| Employer contribution / active EE | $2,922 | $5,104-42.7% | $4,645-37.1% | $4,762-38.6% |
| Participant deferral / active EE | $6,481 | $7,182-9.8% | $6,843-5.3% | $5,983+8.3% |
| Admin fee / account holder | $2,687 | $10,809-75.1% | $9,310-71.1% | $11,250-76.1% |