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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 | $57,488 | $174,379-67.0% | $152,093-62.2% | $138,895-58.6% |
| Participation rate | 71.4% | 81.6%-10.2pp | 77.8%-6.3pp | 79.9%-8.5pp |
| Annual return | 14.01% | 74.86%-60.8pp | 66.36%-52.3pp | 145.39%-131.4pp |
| Employer contribution / active EE | $1,936 | $4,652-58.4% | $4,175-53.6% | $4,194-53.8% |
| Participant deferral / active EE | $9,204 | $6,159+49.4% | $5,451+68.8% | $6,396+43.9% |
| Admin fee / account holder | $1,113 | $16,880-93.4% | $14,497-92.3% | $12,562-91.1% |