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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 | $57,458 | $181,062-68.3% | $158,223-63.7% | $155,188-63.0% |
| Participation rate | 76.9% | 82.7%-5.7pp | 79.2%-2.3pp | 80.8%-3.9pp |
| Annual return | 17.94% | 57.39%-39.4pp | 52.09%-34.1pp | 148.84%-130.9pp |
| Employer contribution / active EE | $1,698 | $4,565-62.8% | $4,109-58.7% | $4,248-60.0% |
| Participant deferral / active EE | $7,254 | $6,134+18.2% | $5,467+32.7% | $6,531+11.1% |
| Admin fee / account holder | $787 | $18,825-95.8% | $16,047-95.1% | $14,480-94.6% |