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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 | $24,618 | $156,398-84.3% | $147,318-83.3% | $138,895-82.3% |
| Participation rate | 76.9% | 83.8%-6.8pp | 82.1%-5.1pp | 79.9%-3.0pp |
| Annual return | 34.78% | 78.75%-44.0pp | 70.43%-35.7pp | 145.39%-110.6pp |
| Employer contribution / active EE | $3,127 | $4,853-35.6% | $4,593-31.9% | $4,194-25.4% |
| Participant deferral / active EE | $5,448 | $8,237-33.9% | $7,906-31.1% | $6,396-14.8% |
| Admin fee / account holder | $15,566 | $14,976+3.9% | $13,708+13.6% | $12,562+23.9% |