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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 | $12,667 | $174,379-92.7% | $152,093-91.7% | $138,895-90.9% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 12.32% | 74.86%-62.5pp | 66.36%-54.0pp | 145.39%-133.1pp |
| Employer contribution / active EE | $2,919 | $4,652-37.3% | $4,175-30.1% | $4,194-30.4% |
| Participant deferral / active EE | $3,355 | $6,159-45.5% | $5,451-38.5% | $6,396-47.5% |
| Admin fee / account holder | $15,528 | $16,880-8.0% | $14,497+7.1% | $12,562+23.6% |