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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 | $156,398-58.6% | $147,318-56.0% | $138,895-53.3% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 13.15% | 78.75%-65.6pp | 70.43%-57.3pp | 145.39%-132.2pp |
| Employer contribution / active EE | $2,156 | $4,853-55.6% | $4,593-53.1% | $4,194-48.6% |
| Participant deferral / active EE | $4,168 | $8,237-49.4% | $7,906-47.3% | $6,396-34.8% |
| Admin fee / account holder | $344 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |