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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 | $25,303 | $182,442-86.1% | $163,379-84.5% | $138,895-81.8% |
| Participation rate | 75.0% | 79.8%-4.8pp | 76.8%-1.8pp | 79.9%-4.9pp |
| Annual return | 14.28% | 72.74%-58.5pp | 63.41%-49.1pp | 145.39%-131.1pp |
| Employer contribution / active EE | $1,879 | $4,159-54.8% | $3,752-49.9% | $4,194-55.2% |
| Participant deferral / active EE | $4,003 | $6,817-41.3% | $6,282-36.3% | $6,396-37.4% |
| Admin fee / account holder | $5,741 | $10,396-44.8% | $9,818-41.5% | $12,562-54.3% |