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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 | $28,625 | $154,228-81.4% | $145,433-80.3% | $137,256-79.1% |
| Participation rate | 76.9% | 83.8%-6.9pp | 82.1%-5.2pp | 80.0%-3.0pp |
| Annual return | 16.34% | 74.59%-58.3pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,640 | $4,804-65.9% | $4,554-64.0% | $4,156-60.5% |
| Participant deferral / active EE | $3,542 | $8,216-56.9% | $7,897-55.1% | $6,407-44.7% |
| Admin fee / account holder | $3,160 | $14,344-78.0% | $13,129-75.9% | $12,270-74.2% |