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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 | $60,755 | $201,264-69.8% | $184,185-67.0% | $145,978-58.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 14.15% | 29.00%-14.9pp | 28.81%-14.7pp | 550.52%-536.4pp |
| Employer contribution / active EE | $3,129 | $7,021-55.4% | $6,426-51.3% | $4,662-32.9% |
| Participant deferral / active EE | $4,883 | $9,806-50.2% | $9,132-46.5% | $6,690-27.0% |
| Admin fee / account holder | $746 | $16,376-95.4% | $13,909-94.6% | $13,400-94.4% |