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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 | $42,151 | $148,629-71.6% | $135,982-69.0% | $139,487-69.8% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 18.37% | 79.33%-61.0pp | 68.32%-50.0pp | 373.84%-355.5pp |
| Employer contribution / active EE | $1,560 | $5,247-70.3% | $4,859-67.9% | $4,755-67.2% |
| Participant deferral / active EE | $6,052 | $8,102-25.3% | $7,760-22.0% | $6,713-9.8% |
| Admin fee / account holder | $1,710 | $12,406-86.2% | $10,767-84.1% | $11,407-85.0% |