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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 | $57,864 | $162,136-64.3% | $152,301-62.0% | $154,746-62.6% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 12.10% | 91.02%-78.9pp | 80.50%-68.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,118 | $4,890-77.1% | $4,624-75.8% | $4,379-74.5% |
| Participant deferral / active EE | $7,549 | $8,341-9.5% | $8,004-5.7% | $6,730+12.2% |
| Admin fee / account holder | $5,242 | $15,759-66.7% | $14,398-63.6% | $14,365-63.5% |