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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 | $36,928 | $172,111-78.5% | $150,298-75.4% | $137,256-73.1% |
| Participation rate | 72.7% | 81.7%-9.0pp | 77.8%-5.0pp | 80.0%-7.2pp |
| Annual return | 13.41% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-206.9pp |
| Employer contribution / active EE | $1,310 | $4,636-71.7% | $4,154-68.5% | $4,156-68.5% |
| Participant deferral / active EE | $3,426 | $6,166-44.4% | $5,453-37.2% | $6,407-46.5% |
| Admin fee / account holder | $1,193 | $16,471-92.8% | $14,116-91.5% | $12,270-90.3% |