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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 | $35,626 | $162,136-78.0% | $152,301-76.6% | $154,746-77.0% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.18% | 91.02%-73.8pp | 80.50%-63.3pp | 172.34%-155.2pp |
| Employer contribution / active EE | $2,897 | $4,890-40.8% | $4,624-37.3% | $4,379-33.8% |
| Participant deferral / active EE | $3,916 | $8,341-53.1% | $8,004-51.1% | $6,730-41.8% |
| Admin fee / account holder | $11,798 | $15,759-25.1% | $14,398-18.1% | $14,365-17.9% |