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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 | $201,264-78.3% | $184,185-76.2% | $145,978-70.0% |
| Participation rate | 70.0% | 87.5%-17.5pp | 86.8%-16.8pp | 80.3%-10.3pp |
| Annual return | 13.77% | 29.00%-15.2pp | 28.81%-15.0pp | 550.52%-536.8pp |
| Employer contribution / active EE | $2,028 | $7,021-71.1% | $6,426-68.4% | $4,662-56.5% |
| Participant deferral / active EE | $5,148 | $9,806-47.5% | $9,132-43.6% | $6,690-23.0% |
| Admin fee / account holder | $1,674 | $16,376-89.8% | $13,909-88.0% | $13,400-87.5% |