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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 | $40,518 | $165,399-75.5% | $149,745-72.9% | $158,982-74.5% |
| Participation rate | 76.2% | 84.6%-8.4pp | 82.5%-6.3pp | 82.0%-5.8pp |
| Annual return | 17.27% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.7pp |
| Employer contribution / active EE | $1,872 | $5,105-63.3% | $4,646-59.7% | $4,763-60.7% |
| Participant deferral / active EE | $9,201 | $7,183+28.1% | $6,843+34.5% | $5,983+53.8% |
| Admin fee / account holder | $2,475 | $10,811-77.1% | $9,312-73.4% | $11,252-78.0% |