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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 | $26,637 | $201,344-86.8% | $184,243-85.5% | $145,877-81.7% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 14.61% | 29.01%-14.4pp | 28.82%-14.2pp | 551.28%-536.7pp |
| Employer contribution / active EE | $2,853 | $7,022-59.4% | $6,427-55.6% | $4,663-38.8% |
| Participant deferral / active EE | $3,191 | $9,807-67.5% | $9,132-65.1% | $6,691-52.3% |
| Admin fee / account holder | $4,975 | $16,382-69.6% | $13,914-64.2% | $13,402-62.9% |