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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 | $49,076 | $174,379-71.9% | $152,093-67.7% | $138,895-64.7% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 29.08% | 74.86%-45.8pp | 66.36%-37.3pp | 145.39%-116.3pp |
| Employer contribution / active EE | $1,874 | $4,652-59.7% | $4,175-55.1% | $4,194-55.3% |
| Participant deferral / active EE | $4,146 | $6,159-32.7% | $5,451-24.0% | $6,396-35.2% |
| Admin fee / account holder | $18,072 | $16,880+7.1% | $14,497+24.7% | $12,562+43.9% |