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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 | $48,323 | $165,381-70.8% | $149,730-67.7% | $158,966-69.6% |
| Participation rate | 81.8% | 84.6%-2.8pp | 82.5%-0.7pp | 82.0%-0.1pp |
| Annual return | 13.59% | 348.29%-334.7pp | 276.70%-263.1pp | 302.95%-289.4pp |
| Employer contribution / active EE | $1,627 | $5,104-68.1% | $4,645-65.0% | $4,762-65.8% |
| Participant deferral / active EE | $7,326 | $7,182+2.0% | $6,843+7.1% | $5,983+22.4% |
| Admin fee / account holder | $1,805 | $10,809-83.3% | $9,310-80.6% | $11,250-84.0% |