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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 | $37,372 | $165,399-77.4% | $149,745-75.0% | $158,982-76.5% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 17.21% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $3,448 | $5,105-32.4% | $4,646-25.8% | $4,763-27.6% |
| Participant deferral / active EE | $6,196 | $7,183-13.7% | $6,843-9.4% | $5,983+3.6% |
| Admin fee / account holder | $437 | $10,811-96.0% | $9,312-95.3% | $11,252-96.1% |