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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 | $174,379-68.3% | $152,093-63.7% | $138,895-60.2% |
| Participation rate | 70.8% | 81.6%-10.8pp | 77.8%-6.9pp | 79.9%-9.1pp |
| Annual return | 12.25% | 74.86%-62.6pp | 66.36%-54.1pp | 145.39%-133.1pp |
| Employer contribution / active EE | $1,523 | $4,652-67.3% | $4,175-63.5% | $4,194-63.7% |
| Participant deferral / active EE | $6,270 | $6,159+1.8% | $5,451+15.0% | $6,396-2.0% |
| Admin fee / account holder | $5,108 | $16,880-69.7% | $14,497-64.8% | $12,562-59.3% |