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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 | $55,272 | $172,111-67.9% | $150,298-63.2% | $137,256-59.7% |
| Participation rate | 70.8% | 81.7%-10.9pp | 77.8%-6.9pp | 80.0%-9.1pp |
| Annual return | 12.25% | 69.37%-57.1pp | 62.79%-50.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,523 | $4,636-67.1% | $4,154-63.3% | $4,156-63.4% |
| Participant deferral / active EE | $6,270 | $6,166+1.7% | $5,453+15.0% | $6,407-2.1% |
| Admin fee / account holder | $5,108 | $16,471-69.0% | $14,116-63.8% | $12,270-58.4% |