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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 | $42,361 | $165,399-74.4% | $149,745-71.7% | $158,982-73.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 12.63% | 348.34%-335.7pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $1,572 | $5,105-69.2% | $4,646-66.2% | $4,763-67.0% |
| Participant deferral / active EE | $6,100 | $7,183-15.1% | $6,843-10.9% | $5,983+1.9% |
| Admin fee / account holder | $1,025 | $10,811-90.5% | $9,312-89.0% | $11,252-90.9% |