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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 | $44,258 | $172,111-74.3% | $150,298-70.6% | $137,256-67.8% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 15.50% | 69.37%-53.9pp | 62.79%-47.3pp | 220.34%-204.8pp |
| Employer contribution / active EE | $1,036 | $4,636-77.6% | $4,154-75.1% | $4,156-75.1% |
| Participant deferral / active EE | $4,323 | $6,166-29.9% | $5,453-20.7% | $6,407-32.5% |
| Admin fee / account holder | $1,892 | $16,471-88.5% | $14,116-86.6% | $12,270-84.6% |