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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 | $80,981 | $165,399-51.0% | $149,745-45.9% | $158,982-49.1% |
| Participation rate | 76.5% | 84.6%-8.1pp | 82.5%-6.0pp | 82.0%-5.5pp |
| Annual return | 14.60% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.4pp |
| Employer contribution / active EE | $2,374 | $5,105-53.5% | $4,646-48.9% | $4,763-50.2% |
| Participant deferral / active EE | $8,094 | $7,183+12.7% | $6,843+18.3% | $5,983+35.3% |
| Admin fee / account holder | $14,497 | $10,811+34.1% | $9,312+55.7% | $11,252+28.8% |