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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 | $33,541 | $100,970-66.8% | $96,576-65.3% | $137,256-75.6% |
| Participation rate | 75.0% | 82.6%-7.6pp | 81.4%-6.4pp | 80.0%-5.0pp |
| Annual return | 23.33% | 38.16%-14.8pp | 38.47%-15.1pp | 220.34%-197.0pp |
| Employer contribution / active EE | $2,928 | $3,809-23.1% | $3,553-17.6% | $4,156-29.6% |
| Participant deferral / active EE | $6,234 | $8,286-24.8% | $7,956-21.6% | $6,407-2.7% |
| Admin fee / account holder | $663 | $11,312-94.1% | $11,381-94.2% | $12,270-94.6% |