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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 | $44,813 | $172,111-74.0% | $150,298-70.2% | $137,256-67.4% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 28.69% | 69.37%-40.7pp | 62.79%-34.1pp | 220.34%-191.7pp |
| Employer contribution / active EE | $2,230 | $4,636-51.9% | $4,154-46.3% | $4,156-46.3% |
| Participant deferral / active EE | $8,027 | $6,166+30.2% | $5,453+47.2% | $6,407+25.3% |
| Admin fee / account holder | $1,848 | $16,471-88.8% | $14,116-86.9% | $12,270-84.9% |