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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 | $155,555-46.6% | $146,866-43.5% | $155,188-46.5% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 17.45% | 115.41%-98.0pp | 102.85%-85.4pp | 148.84%-131.4pp |
| Employer contribution / active EE | $2,029 | $4,647-56.3% | $4,425-54.1% | $4,248-52.2% |
| Participant deferral / active EE | $5,453 | $8,044-32.2% | $7,759-29.7% | $6,531-16.5% |
| Admin fee / account holder | $823 | $14,755-94.4% | $13,620-94.0% | $14,480-94.3% |