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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 | $82,999 | $154,228-46.2% | $145,433-42.9% | $137,256-39.5% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 17.45% | 74.59%-57.1pp | 66.58%-49.1pp | 220.34%-202.9pp |
| Employer contribution / active EE | $2,029 | $4,804-57.8% | $4,554-55.4% | $4,156-51.2% |
| Participant deferral / active EE | $5,453 | $8,216-33.6% | $7,897-31.0% | $6,407-14.9% |
| Admin fee / account holder | $823 | $14,344-94.3% | $13,129-93.7% | $12,270-93.3% |