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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 | $40,025 | $178,174-77.5% | $156,181-74.4% | $137,256-70.8% |
| Participation rate | 71.4% | 82.0%-10.6pp | 78.8%-7.4pp | 80.0%-8.5pp |
| Annual return | 16.12% | 84.19%-68.1pp | 64.87%-48.7pp | 220.34%-204.2pp |
| Employer contribution / active EE | $2,614 | $4,972-47.4% | $4,294-39.1% | $4,156-37.1% |
| Participant deferral / active EE | $4,202 | $6,888-39.0% | $6,132-31.5% | $6,407-34.4% |
| Admin fee / account holder | $4,505 | $17,404-74.1% | $14,586-69.1% | $12,270-63.3% |