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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 | $32,543 | $172,111-81.1% | $150,298-78.3% | $137,256-76.3% |
| Participation rate | 76.2% | 81.7%-5.5pp | 77.8%-1.6pp | 80.0%-3.8pp |
| Annual return | 13.94% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.4pp |
| Employer contribution / active EE | $2,576 | $4,636-44.4% | $4,154-38.0% | $4,156-38.0% |
| Participant deferral / active EE | $5,529 | $6,166-10.3% | $5,453+1.4% | $6,407-13.7% |
| Admin fee / account holder | $7,366 | $16,471-55.3% | $14,116-47.8% | $12,270-40.0% |