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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 | $100,970-73.6% | $96,576-72.4% | $137,256-80.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 23.38% | 38.16%-14.8pp | 38.47%-15.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $1,445 | $3,809-62.1% | $3,553-59.3% | $4,156-65.2% |
| Participant deferral / active EE | $3,639 | $8,286-56.1% | $7,956-54.3% | $6,407-43.2% |
| Admin fee / account holder | $4,333 | $11,312-61.7% | $11,381-61.9% | $12,270-64.7% |