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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 | $38,764 | $202,440-80.9% | $169,390-77.1% | $139,466-72.2% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 12.39% | 532.36%-520.0pp | 406.07%-393.7pp | 373.66%-361.3pp |
| Employer contribution / active EE | $1,924 | $4,693-59.0% | $4,013-52.1% | $4,754-59.5% |
| Participant deferral / active EE | $4,513 | $6,940-35.0% | $6,222-27.5% | $6,712-32.8% |
| Admin fee / account holder | $309 | $10,722-97.1% | $9,015-96.6% | $11,409-97.3% |