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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 | $33,366 | $139,948-76.2% | $121,663-72.6% | $154,746-78.4% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 10.50% | 230.52%-220.0pp | 147.54%-137.0pp | 172.34%-161.8pp |
| Employer contribution / active EE | $3,006 | $3,521-14.6% | $3,020-0.5% | $4,379-31.4% |
| Participant deferral / active EE | $4,380 | $5,629-22.2% | $4,887-10.4% | $6,730-34.9% |
| Admin fee / account holder | $6,649 | $17,321-61.6% | $14,289-53.5% | $14,365-53.7% |