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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 | $56,860 | $172,111-67.0% | $150,298-62.2% | $137,256-58.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 14.00% | 69.37%-55.4pp | 62.79%-48.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $1,916 | $4,636-58.7% | $4,154-53.9% | $4,156-53.9% |
| Participant deferral / active EE | $3,828 | $6,166-37.9% | $5,453-29.8% | $6,407-40.2% |
| Admin fee / account holder | $2,556 | $16,471-84.5% | $14,116-81.9% | $12,270-79.2% |