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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 | $41,329 | $185,312-77.7% | $161,489-74.4% | $154,746-73.3% |
| Participation rate | 72.7% | 82.5%-9.7pp | 78.7%-6.0pp | 80.7%-8.0pp |
| Annual return | 15.93% | 103.84%-87.9pp | 89.72%-73.8pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,643 | $4,769-23.6% | $4,268-14.6% | $4,379-16.8% |
| Participant deferral / active EE | $4,419 | $6,350-30.4% | $5,630-21.5% | $6,730-34.3% |
| Admin fee / account holder | $2,327 | $18,654-87.5% | $16,006-85.5% | $14,365-83.8% |