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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 | $56,931 | $162,136-64.9% | $152,301-62.6% | $154,746-63.2% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 14.05% | 91.02%-77.0pp | 80.50%-66.4pp | 172.34%-158.3pp |
| Employer contribution / active EE | $3,085 | $4,890-36.9% | $4,624-33.3% | $4,379-29.6% |
| Participant deferral / active EE | $7,602 | $8,341-8.9% | $8,004-5.0% | $6,730+13.0% |
| Admin fee / account holder | $23,836 | $15,759+51.3% | $14,398+65.6% | $14,365+65.9% |