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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 | $79,637 | $155,555-48.8% | $146,866-45.8% | $155,188-48.7% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 13.63% | 115.41%-101.8pp | 102.85%-89.2pp | 148.84%-135.2pp |
| Employer contribution / active EE | $1,411 | $4,647-69.6% | $4,425-68.1% | $4,248-66.8% |
| Participant deferral / active EE | $6,520 | $8,044-18.9% | $7,759-16.0% | $6,531-0.2% |
| Admin fee / account holder | $3,918 | $14,755-73.4% | $13,620-71.2% | $14,480-72.9% |