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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 | $185,312-69.3% | $161,489-64.8% | $154,746-63.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 14.00% | 103.84%-89.8pp | 89.72%-75.7pp | 172.34%-158.3pp |
| Employer contribution / active EE | $1,916 | $4,769-59.8% | $4,268-55.1% | $4,379-56.3% |
| Participant deferral / active EE | $3,828 | $6,350-39.7% | $5,630-32.0% | $6,730-43.1% |
| Admin fee / account holder | $2,556 | $18,654-86.3% | $16,006-84.0% | $14,365-82.2% |