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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 | $172,111-72.6% | $150,298-68.6% | $137,256-65.6% |
| Participation rate | 75.0% | 81.7%-6.7pp | 77.8%-2.8pp | 80.0%-5.0pp |
| Annual return | 22.38% | 69.37%-47.0pp | 62.79%-40.4pp | 220.34%-198.0pp |
| Employer contribution / active EE | $2,054 | $4,636-55.7% | $4,154-50.6% | $4,156-50.6% |
| Participant deferral / active EE | $8,301 | $6,166+34.6% | $5,453+52.2% | $6,407+29.6% |
| Admin fee / account holder | $652 | $16,471-96.0% | $14,116-95.4% | $12,270-94.7% |