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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 | $155,555-75.0% | $146,866-73.5% | $155,188-75.0% |
| Participation rate | 70.0% | 84.0%-14.0pp | 82.5%-12.5pp | 80.8%-10.8pp |
| Annual return | 14.91% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $2,335 | $4,647-49.7% | $4,425-47.2% | $4,248-45.0% |
| Participant deferral / active EE | $3,249 | $8,044-59.6% | $7,759-58.1% | $6,531-50.3% |
| Admin fee / account holder | $4,551 | $14,755-69.2% | $13,620-66.6% | $14,480-68.6% |