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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 | $154,228-53.2% | $145,433-50.4% | $137,256-47.4% |
| Participation rate | 73.9% | 83.8%-9.9pp | 82.1%-8.2pp | 80.0%-6.0pp |
| Annual return | 21.20% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,066 | $4,804-36.2% | $4,554-32.7% | $4,156-26.2% |
| Participant deferral / active EE | $6,901 | $8,216-16.0% | $7,897-12.6% | $6,407+7.7% |
| Admin fee / account holder | $6,761 | $14,344-52.9% | $13,129-48.5% | $12,270-44.9% |