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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 | $56,131 | $154,228-63.6% | $145,433-61.4% | $137,256-59.1% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 16.68% | 74.59%-57.9pp | 66.58%-49.9pp | 220.34%-203.7pp |
| Employer contribution / active EE | $4,035 | $4,804-16.0% | $4,554-11.4% | $4,156-2.9% |
| Participant deferral / active EE | $5,286 | $8,216-35.7% | $7,897-33.1% | $6,407-17.5% |
| Admin fee / account holder | $5,265 | $14,344-63.3% | $13,129-59.9% | $12,270-57.1% |