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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 | $62,791 | $154,228-59.3% | $145,433-56.8% | $137,256-54.3% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 13.08% | 74.59%-61.5pp | 66.58%-53.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $2,586 | $4,804-46.2% | $4,554-43.2% | $4,156-37.8% |
| Participant deferral / active EE | $2,969 | $8,216-63.9% | $7,897-62.4% | $6,407-53.7% |
| Admin fee / account holder | $9,596 | $14,344-33.1% | $13,129-26.9% | $12,270-21.8% |