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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 | $28,703 | $129,737-77.9% | $119,126-75.9% | $154,746-81.5% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 16.43% | 379.08%-362.7pp | 282.11%-265.7pp | 172.34%-155.9pp |
| Employer contribution / active EE | $2,116 | $4,375-51.6% | $4,034-47.6% | $4,379-51.7% |
| Participant deferral / active EE | $4,047 | $5,842-30.7% | $5,318-23.9% | $6,730-39.9% |
| Admin fee / account holder | $6,894 | $11,961-42.4% | $10,693-35.5% | $14,365-52.0% |