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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 | $30,095 | $154,228-80.5% | $145,433-79.3% | $137,256-78.1% |
| Participation rate | 76.2% | 83.8%-7.6pp | 82.1%-5.9pp | 80.0%-3.8pp |
| Annual return | 16.50% | 74.59%-58.1pp | 66.58%-50.1pp | 220.34%-203.8pp |
| Employer contribution / active EE | $1,935 | $4,804-59.7% | $4,554-57.5% | $4,156-53.4% |
| Participant deferral / active EE | $5,362 | $8,216-34.7% | $7,897-32.1% | $6,407-16.3% |
| Admin fee / account holder | $3,137 | $14,344-78.1% | $13,129-76.1% | $12,270-74.4% |