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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 | $47,161 | $185,312-74.6% | $161,489-70.8% | $154,746-69.5% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 22.38% | 103.84%-81.5pp | 89.72%-67.3pp | 172.34%-150.0pp |
| Employer contribution / active EE | $2,054 | $4,769-56.9% | $4,268-51.9% | $4,379-53.1% |
| Participant deferral / active EE | $8,301 | $6,350+30.7% | $5,630+47.4% | $6,730+23.3% |
| Admin fee / account holder | $652 | $18,654-96.5% | $16,006-95.9% | $14,365-95.5% |