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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 | $39,420 | $155,555-74.7% | $146,866-73.2% | $155,188-74.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 18.59% | 115.41%-96.8pp | 102.85%-84.3pp | 148.84%-130.3pp |
| Employer contribution / active EE | $3,470 | $4,647-25.3% | $4,425-21.6% | $4,248-18.3% |
| Participant deferral / active EE | $4,465 | $8,044-44.5% | $7,759-42.5% | $6,531-31.6% |
| Admin fee / account holder | $2,595 | $14,755-82.4% | $13,620-81.0% | $14,480-82.1% |