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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 | $53,324 | $102,609-48.0% | $98,090-45.6% | $138,895-61.6% |
| Participation rate | 76.5% | 82.8%-6.3pp | 81.5%-5.1pp | 79.9%-3.4pp |
| Annual return | 14.21% | 36.44%-22.2pp | 37.05%-22.8pp | 145.39%-131.2pp |
| Employer contribution / active EE | $724 | $3,867-81.3% | $3,606-79.9% | $4,194-82.7% |
| Participant deferral / active EE | $5,882 | $8,167-28.0% | $7,845-25.0% | $6,396-8.0% |
| Admin fee / account holder | $20,233 | $11,434+77.0% | $11,815+71.2% | $12,562+61.1% |