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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 | $181,062-79.6% | $158,223-76.7% | $155,188-76.2% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 13.41% | 57.39%-44.0pp | 52.09%-38.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $1,310 | $4,565-71.3% | $4,109-68.1% | $4,248-69.2% |
| Participant deferral / active EE | $3,426 | $6,134-44.1% | $5,467-37.3% | $6,531-47.5% |
| Admin fee / account holder | $1,193 | $18,825-93.7% | $16,047-92.6% | $14,480-91.8% |