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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 | $56,217 | $154,228-63.5% | $145,433-61.3% | $137,256-59.0% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 12.85% | 74.59%-61.7pp | 66.58%-53.7pp | 220.34%-207.5pp |
| Employer contribution / active EE | $3,461 | $4,804-28.0% | $4,554-24.0% | $4,156-16.7% |
| Participant deferral / active EE | $11,396 | $8,216+38.7% | $7,897+44.3% | $6,407+77.9% |
| Admin fee / account holder | $34,228 | $14,344+138.6% | $13,129+160.7% | $12,270+179.0% |