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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 | $17,040 | $154,228-89.0% | $145,433-88.3% | $137,256-87.6% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 14.45% | 74.59%-60.1pp | 66.58%-52.1pp | 220.34%-205.9pp |
| Employer contribution / active EE | $2,484 | $4,804-48.3% | $4,554-45.5% | $4,156-40.2% |
| Participant deferral / active EE | $3,895 | $8,216-52.6% | $7,897-50.7% | $6,407-39.2% |
| Admin fee / account holder | $10,238 | $14,344-28.6% | $13,129-22.0% | $12,270-16.6% |