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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 | $111,535-74.3% | $105,223-72.7% | $137,256-79.1% |
| Participation rate | 70.0% | 78.1%-8.1pp | 75.0%-5.0pp | 80.0%-10.0pp |
| Annual return | 16.43% | 237.85%-221.4pp | 180.65%-164.2pp | 220.34%-203.9pp |
| Employer contribution / active EE | $2,116 | $3,939-46.3% | $3,689-42.6% | $4,156-49.1% |
| Participant deferral / active EE | $4,047 | $5,500-26.4% | $5,072-20.2% | $6,407-36.8% |
| Admin fee / account holder | $6,894 | $9,721-29.1% | $8,859-22.2% | $12,270-43.8% |