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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 | $65,731 | $180,028-63.5% | $138,135-52.4% | $158,966-58.7% |
| Participation rate | 70.0% | 82.2%-12.2pp | 78.7%-8.7pp | 82.0%-12.0pp |
| Annual return | 14.12% | 21.68%-7.6pp | 20.51%-6.4pp | 302.95%-288.8pp |
| Employer contribution / active EE | $1,520 | $7,470-79.7% | $5,587-72.8% | $4,762-68.1% |
| Participant deferral / active EE | $4,979 | $7,717-35.5% | $6,431-22.6% | $5,983-16.8% |
| Admin fee / account holder | $6,189 | $17,912-65.5% | $11,856-47.8% | $11,250-45.0% |