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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 | $38,868 | $156,398-75.1% | $147,318-73.6% | $138,895-72.0% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 14.91% | 78.75%-63.8pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $2,335 | $4,853-51.9% | $4,593-49.2% | $4,194-44.3% |
| Participant deferral / active EE | $3,249 | $8,237-60.6% | $7,906-58.9% | $6,396-49.2% |
| Admin fee / account holder | $4,551 | $14,976-69.6% | $13,708-66.8% | $12,562-63.8% |