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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 | $21,267 | $111,535-80.9% | $105,223-79.8% | $137,256-84.5% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 13.67% | 237.85%-224.2pp | 180.65%-167.0pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,467 | $3,939-37.4% | $3,689-33.1% | $4,156-40.6% |
| Participant deferral / active EE | $4,655 | $5,500-15.4% | $5,072-8.2% | $6,407-27.3% |
| Admin fee / account holder | $12,092 | $9,721+24.4% | $8,859+36.5% | $12,270-1.5% |