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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 | $61,189 | $155,555-60.7% | $146,866-58.3% | $155,188-60.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 16.30% | 115.41%-99.1pp | 102.85%-86.6pp | 148.84%-132.5pp |
| Employer contribution / active EE | $1,807 | $4,647-61.1% | $4,425-59.2% | $4,248-57.5% |
| Participant deferral / active EE | $3,403 | $8,044-57.7% | $7,759-56.1% | $6,531-47.9% |
| Admin fee / account holder | $317 | $14,755-97.9% | $13,620-97.7% | $14,480-97.8% |