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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 | $26,161 | $165,399-84.2% | $149,745-82.5% | $158,982-83.5% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 9.33% | 348.34%-339.0pp | 276.72%-267.4pp | 302.99%-293.7pp |
| Employer contribution / active EE | $2,412 | $5,105-52.7% | $4,646-48.1% | $4,763-49.3% |
| Participant deferral / active EE | $4,662 | $7,183-35.1% | $6,843-31.9% | $5,983-22.1% |
| Admin fee / account holder | $7,538 | $10,811-30.3% | $9,312-19.0% | $11,252-33.0% |