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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 | $181,062-64.9% | $158,223-59.8% | $155,188-59.1% |
| Participation rate | 76.9% | 82.7%-5.7pp | 79.2%-2.3pp | 80.8%-3.9pp |
| Annual return | 16.62% | 57.39%-40.8pp | 52.09%-35.5pp | 148.84%-132.2pp |
| Employer contribution / active EE | $2,077 | $4,565-54.5% | $4,109-49.4% | $4,248-51.1% |
| Participant deferral / active EE | $8,591 | $6,134+40.0% | $5,467+57.2% | $6,531+31.5% |
| Admin fee / account holder | $1,148 | $18,825-93.9% | $16,047-92.8% | $14,480-92.1% |