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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 | $155,555-67.2% | $146,866-65.2% | $155,188-67.1% |
| Participation rate | 71.4% | 84.0%-12.5pp | 82.5%-11.1pp | 80.8%-9.4pp |
| Annual return | 15.88% | 115.41%-99.5pp | 102.85%-87.0pp | 148.84%-133.0pp |
| Employer contribution / active EE | $2,485 | $4,647-46.5% | $4,425-43.8% | $4,248-41.5% |
| Participant deferral / active EE | $8,664 | $8,044+7.7% | $7,759+11.7% | $6,531+32.7% |
| Admin fee / account holder | $2,102 | $14,755-85.8% | $13,620-84.6% | $14,480-85.5% |