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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 | $29,972 | $162,136-81.5% | $152,301-80.3% | $154,746-80.6% |
| Participation rate | 70.6% | 84.1%-13.5pp | 82.4%-11.9pp | 80.7%-10.1pp |
| Annual return | 14.08% | 91.02%-76.9pp | 80.50%-66.4pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,559 | $4,890-68.1% | $4,624-66.3% | $4,379-64.4% |
| Participant deferral / active EE | $6,060 | $8,341-27.4% | $8,004-24.3% | $6,730-10.0% |
| Admin fee / account holder | $13,170 | $15,759-16.4% | $14,398-8.5% | $14,365-8.3% |