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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 | $33,575 | $165,399-79.7% | $149,745-77.6% | $158,982-78.9% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.35% | 348.34%-331.0pp | 276.72%-259.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $3,851 | $5,105-24.6% | $4,646-17.1% | $4,763-19.1% |
| Participant deferral / active EE | $6,991 | $7,183-2.7% | $6,843+2.2% | $5,983+16.8% |
| Admin fee / account holder | $1,087 | $10,811-89.9% | $9,312-88.3% | $11,252-90.3% |