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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 | $66,553 | $199,109-66.6% | $173,730-61.7% | $154,746-57.0% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 14.21% | 20.02%-5.8pp | 19.96%-5.7pp | 172.34%-158.1pp |
| Employer contribution / active EE | $3,128 | $5,311-41.1% | $4,577-31.7% | $4,379-28.6% |
| Participant deferral / active EE | $6,430 | $7,113-9.6% | $6,326+1.6% | $6,730-4.5% |
| Admin fee / account holder | $21,638 | $20,916+3.5% | $17,523+23.5% | $14,365+50.6% |