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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 | $172,111-72.8% | $150,298-68.9% | $137,256-65.9% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 15.19% | 69.37%-54.2pp | 62.79%-47.6pp | 220.34%-205.2pp |
| Employer contribution / active EE | $2,765 | $4,636-40.4% | $4,154-33.4% | $4,156-33.5% |
| Participant deferral / active EE | $6,122 | $6,166-0.7% | $5,453+12.3% | $6,407-4.5% |
| Admin fee / account holder | $17,933 | $16,471+8.9% | $14,116+27.0% | $12,270+46.2% |