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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 | $77,770 | $154,228-49.6% | $145,433-46.5% | $137,256-43.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 18.04% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.3pp |
| Employer contribution / active EE | $2,378 | $4,804-50.5% | $4,554-47.8% | $4,156-42.8% |
| Participant deferral / active EE | $4,913 | $8,216-40.2% | $7,897-37.8% | $6,407-23.3% |
| Admin fee / account holder | $1,139 | $14,344-92.1% | $13,129-91.3% | $12,270-90.7% |