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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 | $34,207 | $154,228-77.8% | $145,433-76.5% | $137,256-75.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,225 | $4,804-53.7% | $4,554-51.1% | $4,156-46.5% |
| Participant deferral / active EE | $4,316 | $8,216-47.5% | $7,897-45.4% | $6,407-32.6% |
| Admin fee / account holder | $1,764 | $14,344-87.7% | $13,129-86.6% | $12,270-85.6% |