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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 | $58,410 | $156,398-62.7% | $147,318-60.4% | $138,895-57.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 13.63% | 78.75%-65.1pp | 70.43%-56.8pp | 145.39%-131.8pp |
| Employer contribution / active EE | $2,371 | $4,853-51.1% | $4,593-48.4% | $4,194-43.5% |
| Participant deferral / active EE | $3,136 | $8,237-61.9% | $7,906-60.3% | $6,396-51.0% |
| Admin fee / account holder | $14,696 | $14,976-1.9% | $13,708+7.2% | $12,562+17.0% |