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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 | $26,628 | $97,289-72.6% | $92,805-71.3% | $155,188-82.8% |
| Participation rate | 75.0% | 84.2%-9.2pp | 83.5%-8.5pp | 80.8%-5.8pp |
| Annual return | 23.38% | 29.03%-5.6pp | 31.59%-8.2pp | 148.84%-125.5pp |
| Employer contribution / active EE | $1,445 | $3,632-60.2% | $3,424-57.8% | $4,248-66.0% |
| Participant deferral / active EE | $3,639 | $8,795-58.6% | $8,448-56.9% | $6,531-44.3% |
| Admin fee / account holder | $4,333 | $12,015-63.9% | $10,911-60.3% | $14,480-70.1% |