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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 | $63,527 | $174,379-63.6% | $152,093-58.2% | $138,895-54.3% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 16.62% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.8pp |
| Employer contribution / active EE | $2,077 | $4,652-55.3% | $4,175-50.2% | $4,194-50.5% |
| Participant deferral / active EE | $8,591 | $6,159+39.5% | $5,451+57.6% | $6,396+34.3% |
| Admin fee / account holder | $1,148 | $16,880-93.2% | $14,497-92.1% | $12,562-90.9% |