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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 | $64,642 | $155,555-58.4% | $146,866-56.0% | $155,188-58.3% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 13.94% | 115.41%-101.5pp | 102.85%-88.9pp | 148.84%-134.9pp |
| Employer contribution / active EE | $1,218 | $4,647-73.8% | $4,425-72.5% | $4,248-71.3% |
| Participant deferral / active EE | $2,878 | $8,044-64.2% | $7,759-62.9% | $6,531-55.9% |
| Admin fee / account holder | $2,575 | $14,755-82.6% | $13,620-81.1% | $14,480-82.2% |