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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 | $57,532 | $211,105-72.7% | $178,449-67.8% | $145,978-60.6% |
| Participation rate | 70.0% | 80.8%-10.8pp | 77.1%-7.1pp | 80.3%-10.3pp |
| Annual return | 14.94% | 30.19%-15.2pp | 27.09%-12.1pp | 550.52%-535.6pp |
| Employer contribution / active EE | $1,829 | $4,569-60.0% | $3,951-53.7% | $4,662-60.8% |
| Participant deferral / active EE | $1,874 | $6,959-73.1% | $6,277-70.1% | $6,690-72.0% |
| Admin fee / account holder | $3,152 | $12,017-73.8% | $10,362-69.6% | $13,400-76.5% |