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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 | $41,703 | $185,312-77.5% | $161,489-74.2% | $154,746-73.1% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 16.88% | 103.84%-87.0pp | 89.72%-72.8pp | 172.34%-155.5pp |
| Employer contribution / active EE | $2,575 | $4,769-46.0% | $4,268-39.7% | $4,379-41.2% |
| Participant deferral / active EE | $4,127 | $6,350-35.0% | $5,630-26.7% | $6,730-38.7% |
| Admin fee / account holder | $486 | $18,654-97.4% | $16,006-97.0% | $14,365-96.6% |