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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 | $50,631 | $154,228-67.2% | $145,433-65.2% | $137,256-63.1% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 13.40% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-206.9pp |
| Employer contribution / active EE | $2,900 | $4,804-39.6% | $4,554-36.3% | $4,156-30.2% |
| Participant deferral / active EE | $9,131 | $8,216+11.1% | $7,897+15.6% | $6,407+42.5% |
| Admin fee / account holder | $28,886 | $14,344+101.4% | $13,129+120.0% | $12,270+135.4% |