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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 | $43,927 | $155,555-71.8% | $146,866-70.1% | $155,188-71.7% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 18.79% | 115.41%-96.6pp | 102.85%-84.1pp | 148.84%-130.0pp |
| Employer contribution / active EE | $2,942 | $4,647-36.7% | $4,425-33.5% | $4,248-30.7% |
| Participant deferral / active EE | $6,813 | $8,044-15.3% | $7,759-12.2% | $6,531+4.3% |
| Admin fee / account holder | $9,890 | $14,755-33.0% | $13,620-27.4% | $14,480-31.7% |