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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 | $54,339 | $154,228-64.8% | $145,433-62.6% | $137,256-60.4% |
| Participation rate | 73.7% | 83.8%-10.1pp | 82.1%-8.4pp | 80.0%-6.3pp |
| Annual return | 19.53% | 74.59%-55.1pp | 66.58%-47.0pp | 220.34%-200.8pp |
| Employer contribution / active EE | $1,440 | $4,804-70.0% | $4,554-68.4% | $4,156-65.4% |
| Participant deferral / active EE | $7,707 | $8,216-6.2% | $7,897-2.4% | $6,407+20.3% |
| Admin fee / account holder | $839 | $14,344-94.1% | $13,129-93.6% | $12,270-93.2% |