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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 | $46,058 | $155,555-70.4% | $146,866-68.6% | $155,188-70.3% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 15.65% | 115.41%-99.8pp | 102.85%-87.2pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,908 | $4,647-58.9% | $4,425-56.9% | $4,248-55.1% |
| Participant deferral / active EE | $3,215 | $8,044-60.0% | $7,759-58.6% | $6,531-50.8% |
| Admin fee / account holder | $1,340 | $14,755-90.9% | $13,620-90.2% | $14,480-90.7% |