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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 | $174,379-78.8% | $152,093-75.7% | $138,895-73.4% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 13.41% | 74.86%-61.4pp | 66.36%-52.9pp | 145.39%-132.0pp |
| Employer contribution / active EE | $1,310 | $4,652-71.8% | $4,175-68.6% | $4,194-68.8% |
| Participant deferral / active EE | $3,426 | $6,159-44.4% | $5,451-37.1% | $6,396-46.4% |
| Admin fee / account holder | $1,193 | $16,880-92.9% | $14,497-91.8% | $12,562-90.5% |