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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 | $36,260 | $154,228-76.5% | $145,433-75.1% | $137,256-73.6% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.59% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $2,358 | $4,804-50.9% | $4,554-48.2% | $4,156-43.3% |
| Participant deferral / active EE | $7,636 | $8,216-7.1% | $7,897-3.3% | $6,407+19.2% |
| Admin fee / account holder | $1,351 | $14,344-90.6% | $13,129-89.7% | $12,270-89.0% |