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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 | $58,921 | $211,239-72.1% | $178,528-67.0% | $145,877-59.6% |
| Participation rate | 75.0% | 80.8%-5.8pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 11.00% | 30.22%-19.2pp | 27.11%-16.1pp | 551.28%-540.3pp |
| Employer contribution / active EE | $2,602 | $4,570-43.1% | $3,950-34.1% | $4,663-44.2% |
| Participant deferral / active EE | $12,297 | $6,963+76.6% | $6,278+95.9% | $6,691+83.8% |
| Admin fee / account holder | $17,691 | $12,095+46.3% | $10,419+69.8% | $13,402+32.0% |