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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 | $38,404 | $156,398-75.4% | $147,318-73.9% | $138,895-72.4% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 21.60% | 78.75%-57.1pp | 70.43%-48.8pp | 145.39%-123.8pp |
| Employer contribution / active EE | $3,057 | $4,853-37.0% | $4,593-33.4% | $4,194-27.1% |
| Participant deferral / active EE | $4,807 | $8,237-41.6% | $7,906-39.2% | $6,396-24.8% |
| Admin fee / account holder | $1,406 | $14,976-90.6% | $13,708-89.7% | $12,562-88.8% |