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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 | $172,111-71.5% | $150,298-67.3% | $137,256-64.2% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 29.08% | 69.37%-40.3pp | 62.79%-33.7pp | 220.34%-191.3pp |
| Employer contribution / active EE | $1,874 | $4,636-59.6% | $4,154-54.9% | $4,156-54.9% |
| Participant deferral / active EE | $4,146 | $6,166-32.8% | $5,453-24.0% | $6,407-35.3% |
| Admin fee / account holder | $18,072 | $16,471+9.7% | $14,116+28.0% | $12,270+47.3% |