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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 | $45,366 | $201,372-77.5% | $184,260-75.4% | $145,884-68.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.04% | 29.04%-15.0pp | 28.84%-14.8pp | 551.85%-537.8pp |
| Employer contribution / active EE | $1,463 | $7,024-79.2% | $6,427-77.2% | $4,662-68.6% |
| Participant deferral / active EE | $6,236 | $9,808-36.4% | $9,133-31.7% | $6,690-6.8% |
| Admin fee / account holder | $13,499 | $16,362-17.5% | $13,898-2.9% | $13,392+0.8% |