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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 | $44,876 | $168,636-73.4% | $147,618-69.6% | $125,388-64.2% |
| Participation rate | 82.6% | 88.8%-6.2pp | 84.6%-2.0pp | 83.2%-0.6pp |
| Annual return | 6.99% | 77.65%-70.7pp | 61.98%-55.0pp | 282.24%-275.2pp |
| Employer contribution / active EE | $2,126 | $6,252-66.0% | $5,565-61.8% | $4,866-56.3% |
| Participant deferral / active EE | $1,838 | $5,507-66.6% | $4,895-62.5% | $5,352-65.7% |
| Admin fee / account holder | $2,578 | $13,580-81.0% | $11,612-77.8% | $9,541-73.0% |