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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 | $39,278 | $181,896-78.4% | $156,551-74.9% | $273,972-85.7% |
| Participation rate | 71.4% | 88.4%-17.0pp | 84.0%-12.6pp | 83.0%-11.6pp |
| Annual return | 10.33% | 30.74%-20.4pp | 32.23%-21.9pp | 41.46%-31.1pp |
| Employer contribution / active EE | $2,971 | $6,248-52.5% | $5,501-46.0% | $4,869-39.0% |
| Participant deferral / active EE | $4,665 | $5,550-16.0% | $4,871-4.2% | $5,287-11.8% |
| Admin fee / account holder | $623 | $15,560-96.0% | $13,028-95.2% | $10,133-93.9% |