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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 | $37,208 | $181,062-79.5% | $158,223-76.5% | $155,188-76.0% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 11.00% | 57.39%-46.4pp | 52.09%-41.1pp | 148.84%-137.8pp |
| Employer contribution / active EE | $2,263 | $4,565-50.4% | $4,109-44.9% | $4,248-46.7% |
| Participant deferral / active EE | $4,095 | $6,134-33.2% | $5,467-25.1% | $6,531-37.3% |
| Admin fee / account holder | $4,929 | $18,825-73.8% | $16,047-69.3% | $14,480-66.0% |