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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 | $36,260 | $196,972-81.6% | $182,262-80.1% | $198,609-81.7% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 20.59% | 158.27%-137.7pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $2,358 | $5,364-56.0% | $5,046-53.3% | $5,055-53.4% |
| Participant deferral / active EE | $7,636 | $8,643-11.6% | $8,276-7.7% | $6,977+9.5% |
| Admin fee / account holder | $1,351 | $18,429-92.7% | $16,712-91.9% | $19,030-92.9% |