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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 | $40,848 | $172,111-76.3% | $150,298-72.8% | $137,256-70.2% |
| Participation rate | 73.3% | 81.7%-8.4pp | 77.8%-4.4pp | 80.0%-6.6pp |
| Annual return | 13.84% | 69.37%-55.5pp | 62.79%-48.9pp | 220.34%-206.5pp |
| Employer contribution / active EE | $1,013 | $4,636-78.1% | $4,154-75.6% | $4,156-75.6% |
| Participant deferral / active EE | $3,754 | $6,166-39.1% | $5,453-31.2% | $6,407-41.4% |
| Admin fee / account holder | $1,679 | $16,471-89.8% | $14,116-88.1% | $12,270-86.3% |