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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 | $72,134 | $156,398-53.9% | $147,318-51.0% | $138,895-48.1% |
| Participation rate | 73.9% | 83.8%-9.8pp | 82.1%-8.2pp | 79.9%-6.0pp |
| Annual return | 21.20% | 78.75%-57.5pp | 70.43%-49.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $3,066 | $4,853-36.8% | $4,593-33.2% | $4,194-26.9% |
| Participant deferral / active EE | $6,901 | $8,237-16.2% | $7,906-12.7% | $6,396+7.9% |
| Admin fee / account holder | $6,761 | $14,976-54.9% | $13,708-50.7% | $12,562-46.2% |