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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 | $156,398-64.1% | $147,318-61.9% | $138,895-59.6% |
| Participation rate | 73.3% | 83.8%-10.4pp | 82.1%-8.7pp | 79.9%-6.6pp |
| Annual return | 16.68% | 78.75%-62.1pp | 70.43%-53.8pp | 145.39%-128.7pp |
| Employer contribution / active EE | $4,035 | $4,853-16.9% | $4,593-12.2% | $4,194-3.8% |
| Participant deferral / active EE | $5,286 | $8,237-35.8% | $7,906-33.1% | $6,396-17.4% |
| Admin fee / account holder | $5,265 | $14,976-64.8% | $13,708-61.6% | $12,562-58.1% |