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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 | $185,312-76.1% | $161,489-72.6% | $154,746-71.4% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 15.50% | 103.84%-88.3pp | 89.72%-74.2pp | 172.34%-156.8pp |
| Employer contribution / active EE | $1,036 | $4,769-78.3% | $4,268-75.7% | $4,379-76.3% |
| Participant deferral / active EE | $4,323 | $6,350-31.9% | $5,630-23.2% | $6,730-35.8% |
| Admin fee / account holder | $1,892 | $18,654-89.9% | $16,006-88.2% | $14,365-86.8% |