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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 | $64,802 | $155,555-58.3% | $146,866-55.9% | $155,188-58.2% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 13.15% | 115.41%-102.3pp | 102.85%-89.7pp | 148.84%-135.7pp |
| Employer contribution / active EE | $2,156 | $4,647-53.6% | $4,425-51.3% | $4,248-49.2% |
| Participant deferral / active EE | $4,168 | $8,044-48.2% | $7,759-46.3% | $6,531-36.2% |
| Admin fee / account holder | $344 | $14,755-97.7% | $13,620-97.5% | $14,480-97.6% |