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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 | $50,885 | $127,387-60.1% | $115,038-55.8% | $125,389-59.4% |
| Participation rate | 76.2% | 84.2%-8.0pp | 81.4%-5.2pp | 83.2%-7.0pp |
| Annual return | 4.05% | 31.28%-27.2pp | 26.14%-22.1pp | 282.24%-278.2pp |
| Employer contribution / active EE | $5,191 | $5,166+0.5% | $4,608+12.7% | $4,866+6.7% |
| Participant deferral / active EE | $3,634 | $6,423-43.4% | $6,026-39.7% | $5,352-32.1% |
| Admin fee / account holder | $17,295 | $9,516+81.7% | $8,175+111.6% | $9,541+81.3% |