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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 | $20,292 | $111,535-81.8% | $105,223-80.7% | $137,256-85.2% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 16.90% | 237.85%-221.0pp | 180.65%-163.7pp | 220.34%-203.4pp |
| Employer contribution / active EE | $1,899 | $3,939-51.8% | $3,689-48.5% | $4,156-54.3% |
| Participant deferral / active EE | $2,213 | $5,500-59.8% | $5,072-56.4% | $6,407-65.5% |
| Admin fee / account holder | $2,774 | $9,721-71.5% | $8,859-68.7% | $12,270-77.4% |