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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 | $33,077 | $129,737-74.5% | $119,126-72.2% | $154,746-78.6% |
| Participation rate | 72.7% | 78.9%-6.1pp | 75.8%-3.0pp | 80.7%-8.0pp |
| Annual return | 18.56% | 379.08%-360.5pp | 282.11%-263.5pp | 172.34%-153.8pp |
| Employer contribution / active EE | $2,398 | $4,375-45.2% | $4,034-40.5% | $4,379-45.2% |
| Participant deferral / active EE | $7,146 | $5,842+22.3% | $5,318+34.4% | $6,730+6.2% |
| Admin fee / account holder | $2,793 | $11,961-76.6% | $10,693-73.9% | $14,365-80.6% |