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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 | $67,138 | $124,425-46.0% | $112,040-40.1% | $137,256-51.1% |
| Participation rate | 70.0% | 79.3%-9.3pp | 76.5%-6.5pp | 80.0%-10.0pp |
| Annual return | 19.09% | 24.72%-5.6pp | 24.52%-5.4pp | 220.34%-201.2pp |
| Employer contribution / active EE | $3,729 | $3,411+9.3% | $2,954+26.2% | $4,156-10.3% |
| Participant deferral / active EE | $4,253 | $5,718-25.6% | $5,098-16.6% | $6,407-33.6% |
| Admin fee / account holder | $15,016 | $15,207-1.3% | $12,098+24.1% | $12,270+22.4% |