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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 | $23,320 | $106,247-78.1% | $96,515-75.8% | $139,466-83.3% |
| Participation rate | 73.9% | 77.8%-3.9pp | 74.3%-0.4pp | 80.3%-6.4pp |
| Annual return | 32.53% | 38.47%-5.9pp | 35.73%-3.2pp | 373.66%-341.1pp |
| Employer contribution / active EE | $2,538 | $4,106-38.2% | $3,740-32.1% | $4,754-46.6% |
| Participant deferral / active EE | $3,787 | $5,456-30.6% | $4,880-22.4% | $6,712-43.6% |
| Admin fee / account holder | $1,221 | $7,885-84.5% | $6,735-81.9% | $11,409-89.3% |