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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 | $34,586 | $165,381-79.1% | $149,730-76.9% | $158,966-78.2% |
| Participation rate | 78.3% | 84.6%-6.3pp | 82.5%-4.2pp | 82.0%-3.7pp |
| Annual return | 14.80% | 348.29%-333.5pp | 276.70%-261.9pp | 302.95%-288.1pp |
| Employer contribution / active EE | $2,673 | $5,104-47.6% | $4,645-42.5% | $4,762-43.9% |
| Participant deferral / active EE | $6,646 | $7,182-7.5% | $6,843-2.9% | $5,983+11.1% |
| Admin fee / account holder | $4,340 | $10,809-59.9% | $9,310-53.4% | $11,250-61.4% |