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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 | $43,749 | $201,372-78.3% | $184,260-76.3% | $145,884-70.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 13.77% | 29.04%-15.3pp | 28.84%-15.1pp | 551.85%-538.1pp |
| Employer contribution / active EE | $2,028 | $7,024-71.1% | $6,427-68.5% | $4,662-56.5% |
| Participant deferral / active EE | $5,148 | $9,808-47.5% | $9,133-43.6% | $6,690-23.0% |
| Admin fee / account holder | $1,674 | $16,362-89.8% | $13,898-88.0% | $13,392-87.5% |