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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 | $23,680 | $154,228-84.6% | $145,433-83.7% | $137,256-82.7% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 20.61% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.7pp |
| Employer contribution / active EE | $1,741 | $4,804-63.8% | $4,554-61.8% | $4,156-58.1% |
| Participant deferral / active EE | $2,809 | $8,216-65.8% | $7,897-64.4% | $6,407-56.2% |
| Admin fee / account holder | $7,002 | $14,344-51.2% | $13,129-46.7% | $12,270-42.9% |