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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 | $66,881 | $154,228-56.6% | $145,433-54.0% | $137,256-51.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.85% | 74.59%-57.7pp | 66.58%-49.7pp | 220.34%-203.5pp |
| Employer contribution / active EE | $921 | $4,804-80.8% | $4,554-79.8% | $4,156-77.9% |
| Participant deferral / active EE | $10,030 | $8,216+22.1% | $7,897+27.0% | $6,407+56.6% |
| Admin fee / account holder | $36,178 | $14,344+152.2% | $13,129+175.6% | $12,270+194.8% |