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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 | $43,351 | $199,109-78.2% | $173,730-75.0% | $154,746-72.0% |
| Participation rate | 76.2% | 82.8%-6.6pp | 79.6%-3.4pp | 80.7%-4.5pp |
| Annual return | 9.92% | 20.02%-10.1pp | 19.96%-10.0pp | 172.34%-162.4pp |
| Employer contribution / active EE | $2,653 | $5,311-50.1% | $4,577-42.0% | $4,379-39.4% |
| Participant deferral / active EE | $4,141 | $7,113-41.8% | $6,326-34.5% | $6,730-38.5% |
| Admin fee / account holder | $9,430 | $20,916-54.9% | $17,523-46.2% | $14,365-34.4% |