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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 | $73,600 | $165,399-55.5% | $149,745-50.8% | $158,982-53.7% |
| Participation rate | 72.2% | 84.6%-12.4pp | 82.5%-10.3pp | 82.0%-9.7pp |
| Annual return | 18.41% | 348.34%-329.9pp | 276.72%-258.3pp | 302.99%-284.6pp |
| Employer contribution / active EE | $906 | $5,105-82.3% | $4,646-80.5% | $4,763-81.0% |
| Participant deferral / active EE | $2,748 | $7,183-61.7% | $6,843-59.8% | $5,983-54.1% |
| Admin fee / account holder | $2,784 | $10,811-74.2% | $9,312-70.1% | $11,252-75.3% |