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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 | $83,446 | $156,398-46.6% | $147,318-43.4% | $138,895-39.9% |
| Participation rate | 70.0% | 83.8%-13.8pp | 82.1%-12.1pp | 79.9%-9.9pp |
| Annual return | 15.95% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.4pp |
| Employer contribution / active EE | $941 | $4,853-80.6% | $4,593-79.5% | $4,194-77.6% |
| Participant deferral / active EE | $8,532 | $8,237+3.6% | $7,906+7.9% | $6,396+33.4% |
| Admin fee / account holder | $12,225 | $14,976-18.4% | $13,708-10.8% | $12,562-2.7% |