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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 | $75,657 | $182,442-58.5% | $163,379-53.7% | $138,895-45.5% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.8%-5.4pp | 79.9%-8.5pp |
| Annual return | 16.55% | 72.74%-56.2pp | 63.41%-46.9pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,184 | $4,159-47.5% | $3,752-41.8% | $4,194-47.9% |
| Participant deferral / active EE | $4,983 | $6,817-26.9% | $6,282-20.7% | $6,396-22.1% |
| Admin fee / account holder | $6,981 | $10,396-32.9% | $9,818-28.9% | $12,562-44.4% |