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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 | $63,591 | $155,555-59.1% | $146,866-56.7% | $155,188-59.0% |
| Participation rate | 81.8% | 84.0%-2.1pp | 82.5%-0.7pp | 80.8%+1.0pp |
| Annual return | 21.11% | 115.41%-94.3pp | 102.85%-81.7pp | 148.84%-127.7pp |
| Employer contribution / active EE | $3,035 | $4,647-34.7% | $4,425-31.4% | $4,248-28.6% |
| Participant deferral / active EE | $10,545 | $8,044+31.1% | $7,759+35.9% | $6,531+61.5% |
| Admin fee / account holder | $7,855 | $14,755-46.8% | $13,620-42.3% | $14,480-45.8% |