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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 | $227,399-81.8% | $189,758-78.2% | $198,609-79.2% |
| Participation rate | 72.7% | 84.0%-11.3pp | 79.8%-7.1pp | 82.4%-9.7pp |
| Annual return | 15.93% | 61.03%-45.1pp | 52.62%-36.7pp | 202.70%-186.8pp |
| Employer contribution / active EE | $3,643 | $5,526-34.1% | $4,767-23.6% | $5,055-27.9% |
| Participant deferral / active EE | $4,419 | $6,837-35.4% | $5,856-24.5% | $6,977-36.7% |
| Admin fee / account holder | $2,327 | $25,162-90.8% | $20,388-88.6% | $19,030-87.8% |