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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 | $44,778 | $157,296-71.5% | $141,191-68.3% | $152,897-70.7% |
| Participation rate | 81.3% | 84.8%-3.6pp | 82.5%-1.2pp | 82.5%-1.2pp |
| Annual return | 19.01% | 64.34%-45.3pp | 71.41%-52.4pp | 345.43%-326.4pp |
| Employer contribution / active EE | $1,140 | $5,262-78.3% | $4,736-75.9% | $4,764-76.1% |
| Participant deferral / active EE | $2,751 | $7,111-61.3% | $6,710-59.0% | $5,851-53.0% |
| Admin fee / account holder | $8,354 | $12,125-31.1% | $10,264-18.6% | $11,599-28.0% |