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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 | $29,720 | $165,399-82.0% | $149,745-80.2% | $158,982-81.3% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 16.20% | 348.34%-332.1pp | 276.72%-260.5pp | 302.99%-286.8pp |
| Employer contribution / active EE | $7,315 | $5,105+43.3% | $4,646+57.5% | $4,763+53.6% |
| Participant deferral / active EE | $3,359 | $7,183-53.2% | $6,843-50.9% | $5,983-43.9% |
| Admin fee / account holder | $2,385 | $10,811-77.9% | $9,312-74.4% | $11,252-78.8% |