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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 | $25,840 | $107,666-76.0% | $102,184-74.7% | $154,746-83.3% |
| Participation rate | 75.0% | 83.7%-8.7pp | 82.6%-7.6pp | 80.7%-5.7pp |
| Annual return | 20.25% | 29.33%-9.1pp | 31.58%-11.3pp | 172.34%-152.1pp |
| Employer contribution / active EE | $2,496 | $3,846-35.1% | $3,594-30.6% | $4,379-43.0% |
| Participant deferral / active EE | $6,317 | $8,719-27.6% | $8,309-24.0% | $6,730-6.1% |
| Admin fee / account holder | $842 | $12,943-93.5% | $11,609-92.7% | $14,365-94.1% |