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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 | $156,398-64.1% | $147,318-61.8% | $138,895-59.5% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 12.85% | 78.75%-65.9pp | 70.43%-57.6pp | 145.39%-132.5pp |
| Employer contribution / active EE | $3,461 | $4,853-28.7% | $4,593-24.6% | $4,194-17.5% |
| Participant deferral / active EE | $11,396 | $8,237+38.3% | $7,906+44.1% | $6,396+78.2% |
| Admin fee / account holder | $34,228 | $14,976+128.6% | $13,708+149.7% | $12,562+172.5% |