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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 | $162,136-75.7% | $152,301-74.1% | $154,746-74.5% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 18.59% | 91.02%-72.4pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $3,470 | $4,890-29.0% | $4,624-25.0% | $4,379-20.8% |
| Participant deferral / active EE | $4,465 | $8,341-46.5% | $8,004-44.2% | $6,730-33.7% |
| Admin fee / account holder | $2,595 | $15,759-83.5% | $14,398-82.0% | $14,365-81.9% |