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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 | $33,862 | $162,136-79.1% | $152,301-77.8% | $154,746-78.1% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 22.79% | 91.02%-68.2pp | 80.50%-57.7pp | 172.34%-149.6pp |
| Employer contribution / active EE | $2,075 | $4,890-57.6% | $4,624-55.1% | $4,379-52.6% |
| Participant deferral / active EE | $5,160 | $8,341-38.1% | $8,004-35.5% | $6,730-23.3% |
| Admin fee / account holder | $4,515 | $15,759-71.3% | $14,398-68.6% | $14,365-68.6% |