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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 | $39,827 | $127,386-68.7% | $115,037-65.4% | $125,388-68.2% |
| Participation rate | 73.3% | 84.2%-10.8pp | 81.4%-8.0pp | 83.2%-9.9pp |
| Annual return | 7.15% | 31.28%-24.1pp | 26.14%-19.0pp | 282.24%-275.1pp |
| Employer contribution / active EE | $2,010 | $5,166-61.1% | $4,608-56.4% | $4,866-58.7% |
| Participant deferral / active EE | $6,935 | $6,423+8.0% | $6,026+15.1% | $5,352+29.6% |
| Admin fee / account holder | $1,304 | $9,516-86.3% | $8,175-84.0% | $9,541-86.3% |