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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 | $41,583 | $165,381-74.9% | $149,730-72.2% | $158,966-73.8% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 13.68% | 348.29%-334.6pp | 276.70%-263.0pp | 302.95%-289.3pp |
| Employer contribution / active EE | $1,978 | $5,104-61.2% | $4,645-57.4% | $4,762-58.5% |
| Participant deferral / active EE | $3,856 | $7,182-46.3% | $6,843-43.7% | $5,983-35.6% |
| Admin fee / account holder | $4,854 | $10,809-55.1% | $9,310-47.9% | $11,250-56.9% |