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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 | $38,340 | $174,379-78.0% | $152,093-74.8% | $138,895-72.4% |
| Participation rate | 72.7% | 81.6%-8.9pp | 77.8%-5.0pp | 79.9%-7.2pp |
| Annual return | 18.91% | 74.86%-55.9pp | 66.36%-47.4pp | 145.39%-126.5pp |
| Employer contribution / active EE | $2,627 | $4,652-43.5% | $4,175-37.1% | $4,194-37.4% |
| Participant deferral / active EE | $6,260 | $6,159+1.6% | $5,451+14.8% | $6,396-2.1% |
| Admin fee / account holder | $1,204 | $16,880-92.9% | $14,497-91.7% | $12,562-90.4% |