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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 | $98,421 | $155,555-36.7% | $146,866-33.0% | $155,188-36.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 17.31% | 115.41%-98.1pp | 102.85%-85.5pp | 148.84%-131.5pp |
| Employer contribution / active EE | $2,251 | $4,647-51.6% | $4,425-49.1% | $4,248-47.0% |
| Participant deferral / active EE | $4,611 | $8,044-42.7% | $7,759-40.6% | $6,531-29.4% |
| Admin fee / account holder | $3,839 | $14,755-74.0% | $13,620-71.8% | $14,480-73.5% |