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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 | $154,228-71.5% | $145,433-69.8% | $137,256-68.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 18.79% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,942 | $4,804-38.8% | $4,554-35.4% | $4,156-29.2% |
| Participant deferral / active EE | $6,813 | $8,216-17.1% | $7,897-13.7% | $6,407+6.3% |
| Admin fee / account holder | $9,890 | $14,344-31.1% | $13,129-24.7% | $12,270-19.4% |