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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 | $181,062-78.1% | $158,223-74.9% | $155,188-74.4% |
| Participation rate | 78.6% | 82.7%-4.1pp | 79.2%-0.6pp | 80.8%-2.2pp |
| Annual return | 19.34% | 57.39%-38.0pp | 52.09%-32.7pp | 148.84%-129.5pp |
| Employer contribution / active EE | $1,482 | $4,565-67.5% | $4,109-63.9% | $4,248-65.1% |
| Participant deferral / active EE | $5,572 | $6,134-9.2% | $5,467+1.9% | $6,531-14.7% |
| Admin fee / account holder | $1,802 | $18,825-90.4% | $16,047-88.8% | $14,480-87.6% |