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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 | $185,312-63.5% | $161,489-58.1% | $154,746-56.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 29.46% | 103.84%-74.4pp | 89.72%-60.3pp | 172.34%-142.9pp |
| Employer contribution / active EE | $3,033 | $4,769-36.4% | $4,268-28.9% | $4,379-30.7% |
| Participant deferral / active EE | $6,388 | $6,350+0.6% | $5,630+13.5% | $6,730-5.1% |
| Admin fee / account holder | $1,124 | $18,654-94.0% | $16,006-93.0% | $14,365-92.2% |