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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 | $43,927 | $156,398-71.9% | $147,318-70.2% | $138,895-68.4% |
| Participation rate | 71.4% | 83.8%-12.3pp | 82.1%-10.6pp | 79.9%-8.5pp |
| Annual return | 18.79% | 78.75%-60.0pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $2,942 | $4,853-39.4% | $4,593-36.0% | $4,194-29.9% |
| Participant deferral / active EE | $6,813 | $8,237-17.3% | $7,906-13.8% | $6,396+6.5% |
| Admin fee / account holder | $9,890 | $14,976-34.0% | $13,708-27.9% | $12,562-21.3% |