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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 | $22,896 | $165,361-86.2% | $149,715-84.7% | $158,950-85.6% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 22.00% | 348.24%-326.2pp | 276.66%-254.7pp | 302.91%-280.9pp |
| Employer contribution / active EE | $1,755 | $5,103-65.6% | $4,645-62.2% | $4,762-63.1% |
| Participant deferral / active EE | $3,961 | $7,182-44.8% | $6,842-42.1% | $5,983-33.8% |
| Admin fee / account holder | $1,667 | $10,808-84.6% | $9,310-82.1% | $11,248-85.2% |