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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 | $35,699 | $174,379-79.5% | $152,093-76.5% | $138,895-74.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 18.73% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $1,261 | $4,652-72.9% | $4,175-69.8% | $4,194-69.9% |
| Participant deferral / active EE | $2,371 | $6,159-61.5% | $5,451-56.5% | $6,396-62.9% |
| Admin fee / account holder | $872 | $16,880-94.8% | $14,497-94.0% | $12,562-93.1% |