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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 | $29,992 | $111,535-73.1% | $105,223-71.5% | $137,256-78.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 21.48% | 237.85%-216.4pp | 180.65%-159.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,278 | $3,939-16.8% | $3,689-11.1% | $4,156-21.1% |
| Participant deferral / active EE | $8,721 | $5,500+58.6% | $5,072+72.0% | $6,407+36.1% |
| Admin fee / account holder | $1,672 | $9,721-82.8% | $8,859-81.1% | $12,270-86.4% |