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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 | $82,463 | $201,370-59.0% | $184,256-55.2% | $145,897-43.5% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 12.28% | 29.05%-16.8pp | 28.85%-16.6pp | 552.29%-540.0pp |
| Employer contribution / active EE | $2,448 | $7,024-65.1% | $6,427-61.9% | $4,663-47.5% |
| Participant deferral / active EE | $5,396 | $9,808-45.0% | $9,133-40.9% | $6,689-19.3% |
| Admin fee / account holder | $14,822 | $16,364-9.4% | $13,899+6.6% | $13,390+10.7% |