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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 | $70,499 | $174,379-59.6% | $152,093-53.6% | $138,895-49.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 19.76% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $1,257 | $4,652-73.0% | $4,175-69.9% | $4,194-70.0% |
| Participant deferral / active EE | $2,696 | $6,159-56.2% | $5,451-50.6% | $6,396-57.9% |
| Admin fee / account holder | $1,851 | $16,880-89.0% | $14,497-87.2% | $12,562-85.3% |