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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 | $28,333 | $156,398-81.9% | $147,318-80.8% | $138,895-79.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 18.07% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,333 | $4,853-51.9% | $4,593-49.2% | $4,194-44.4% |
| Participant deferral / active EE | $5,684 | $8,237-31.0% | $7,906-28.1% | $6,396-11.1% |
| Admin fee / account holder | $5,839 | $14,976-61.0% | $13,708-57.4% | $12,562-53.5% |