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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 | $174,379-67.1% | $152,093-62.2% | $138,895-58.6% |
| Participation rate | 76.9% | 81.6%-4.7pp | 77.8%-0.8pp | 79.9%-3.0pp |
| Annual return | 17.94% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,698 | $4,652-63.5% | $4,175-59.3% | $4,194-59.5% |
| Participant deferral / active EE | $7,254 | $6,159+17.8% | $5,451+33.1% | $6,396+13.4% |
| Admin fee / account holder | $787 | $16,880-95.3% | $14,497-94.6% | $12,562-93.7% |