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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 | $155,555-78.2% | $146,866-76.9% | $155,188-78.2% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.5%-3.9pp | 80.8%-2.2pp |
| Annual return | 22.79% | 115.41%-92.6pp | 102.85%-80.1pp | 148.84%-126.1pp |
| Employer contribution / active EE | $2,075 | $4,647-55.3% | $4,425-53.1% | $4,248-51.1% |
| Participant deferral / active EE | $5,160 | $8,044-35.9% | $7,759-33.5% | $6,531-21.0% |
| Admin fee / account holder | $4,515 | $14,755-69.4% | $13,620-66.8% | $14,480-68.8% |