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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 | $43,760 | $155,555-71.9% | $146,866-70.2% | $155,188-71.8% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 11.86% | 115.41%-103.6pp | 102.85%-91.0pp | 148.84%-137.0pp |
| Employer contribution / active EE | $1,363 | $4,647-70.7% | $4,425-69.2% | $4,248-67.9% |
| Participant deferral / active EE | $5,058 | $8,044-37.1% | $7,759-34.8% | $6,531-22.5% |
| Admin fee / account holder | $29,632 | $14,755+100.8% | $13,620+117.6% | $14,480+104.6% |