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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 | $39,714 | $185,312-78.6% | $161,489-75.4% | $154,746-74.3% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 19.34% | 103.84%-84.5pp | 89.72%-70.4pp | 172.34%-153.0pp |
| Employer contribution / active EE | $1,482 | $4,769-68.9% | $4,268-65.3% | $4,379-66.1% |
| Participant deferral / active EE | $5,572 | $6,350-12.2% | $5,630-1.0% | $6,730-17.2% |
| Admin fee / account holder | $1,802 | $18,654-90.3% | $16,006-88.7% | $14,365-87.5% |