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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 | $11,061 | $111,535-90.1% | $105,223-89.5% | $137,256-91.9% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.0%+5.0pp | 80.0%0pp |
| Annual return | 16.41% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,547 | $3,939-35.4% | $3,689-31.0% | $4,156-38.7% |
| Participant deferral / active EE | $3,425 | $5,500-37.7% | $5,072-32.5% | $6,407-46.5% |
| Admin fee / account holder | $2,162 | $9,721-77.8% | $8,859-75.6% | $12,270-82.4% |