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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 | $67,653 | $172,111-60.7% | $150,298-55.0% | $137,256-50.7% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 29.46% | 69.37%-39.9pp | 62.79%-33.3pp | 220.34%-190.9pp |
| Employer contribution / active EE | $3,033 | $4,636-34.6% | $4,154-27.0% | $4,156-27.0% |
| Participant deferral / active EE | $6,388 | $6,166+3.6% | $5,453+17.2% | $6,407-0.3% |
| Admin fee / account holder | $1,124 | $16,471-93.2% | $14,116-92.0% | $12,270-90.8% |