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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 | $59,865 | $154,228-61.2% | $145,433-58.8% | $137,256-56.4% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 21.40% | 74.59%-53.2pp | 66.58%-45.2pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,532 | $4,804-47.3% | $4,554-44.4% | $4,156-39.1% |
| Participant deferral / active EE | $7,495 | $8,216-8.8% | $7,897-5.1% | $6,407+17.0% |
| Admin fee / account holder | $753 | $14,344-94.7% | $13,129-94.3% | $12,270-93.9% |