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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 | $56,852 | $156,398-63.6% | $147,318-61.4% | $138,895-59.1% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 19.46% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-125.9pp |
| Employer contribution / active EE | $3,252 | $4,853-33.0% | $4,593-29.2% | $4,194-22.5% |
| Participant deferral / active EE | $8,481 | $8,237+3.0% | $7,906+7.3% | $6,396+32.6% |
| Admin fee / account holder | $6,443 | $14,976-57.0% | $13,708-53.0% | $12,562-48.7% |