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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 | $41,658 | $165,381-74.8% | $149,730-72.2% | $158,966-73.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 21.05% | 348.29%-327.2pp | 276.70%-255.7pp | 302.95%-281.9pp |
| Employer contribution / active EE | $2,975 | $5,104-41.7% | $4,645-36.0% | $4,762-37.5% |
| Participant deferral / active EE | $5,963 | $7,182-17.0% | $6,843-12.9% | $5,983-0.3% |
| Admin fee / account holder | $315 | $10,809-97.1% | $9,310-96.6% | $11,250-97.2% |