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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 | $26,248 | $148,629-82.3% | $135,982-80.7% | $139,487-81.2% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 19.16% | 79.33%-60.2pp | 68.32%-49.2pp | 373.84%-354.7pp |
| Employer contribution / active EE | $2,431 | $5,247-53.7% | $4,859-50.0% | $4,755-48.9% |
| Participant deferral / active EE | $5,392 | $8,102-33.5% | $7,760-30.5% | $6,713-19.7% |
| Admin fee / account holder | $1,135 | $12,406-90.9% | $10,767-89.5% | $11,407-90.1% |