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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 | $181,062-77.2% | $158,223-73.9% | $155,188-73.4% |
| Participation rate | 72.7% | 82.7%-9.9pp | 79.2%-6.5pp | 80.8%-8.1pp |
| Annual return | 15.93% | 57.39%-41.5pp | 52.09%-36.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,643 | $4,565-20.2% | $4,109-11.3% | $4,248-14.2% |
| Participant deferral / active EE | $4,419 | $6,134-28.0% | $5,467-19.2% | $6,531-32.3% |
| Admin fee / account holder | $2,327 | $18,825-87.6% | $16,047-85.5% | $14,480-83.9% |