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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 | $37,946 | $154,228-75.4% | $145,433-73.9% | $137,256-72.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 19.80% | 74.59%-54.8pp | 66.58%-46.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $1,066 | $4,804-77.8% | $4,554-76.6% | $4,156-74.3% |
| Participant deferral / active EE | $11,270 | $8,216+37.2% | $7,897+42.7% | $6,407+75.9% |
| Admin fee / account holder | $390 | $14,344-97.3% | $13,129-97.0% | $12,270-96.8% |