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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 | $181,062-74.0% | $158,223-70.2% | $155,188-69.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 22.38% | 57.39%-35.0pp | 52.09%-29.7pp | 148.84%-126.5pp |
| Employer contribution / active EE | $2,054 | $4,565-55.0% | $4,109-50.0% | $4,248-51.7% |
| Participant deferral / active EE | $8,301 | $6,134+35.3% | $5,467+51.8% | $6,531+27.1% |
| Admin fee / account holder | $652 | $18,825-96.5% | $16,047-95.9% | $14,480-95.5% |