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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 | $46,739 | $185,312-74.8% | $161,489-71.1% | $154,746-69.8% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 15.19% | 103.84%-88.7pp | 89.72%-74.5pp | 172.34%-157.1pp |
| Employer contribution / active EE | $2,765 | $4,769-42.0% | $4,268-35.2% | $4,379-36.8% |
| Participant deferral / active EE | $6,122 | $6,350-3.6% | $5,630+8.7% | $6,730-9.0% |
| Admin fee / account holder | $17,933 | $18,654-3.9% | $16,006+12.0% | $14,365+24.8% |