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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 | $51,061 | $154,228-66.9% | $145,433-64.9% | $137,256-62.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 15.88% | 74.59%-58.7pp | 66.58%-50.7pp | 220.34%-204.5pp |
| Employer contribution / active EE | $2,485 | $4,804-48.3% | $4,554-45.4% | $4,156-40.2% |
| Participant deferral / active EE | $8,664 | $8,216+5.5% | $7,897+9.7% | $6,407+35.2% |
| Admin fee / account holder | $2,102 | $14,344-85.3% | $13,129-84.0% | $12,270-82.9% |