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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 | $53,968 | $156,398-65.5% | $147,318-63.4% | $138,895-61.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 18.95% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.4pp |
| Employer contribution / active EE | $3,247 | $4,853-33.1% | $4,593-29.3% | $4,194-22.6% |
| Participant deferral / active EE | $11,506 | $8,237+39.7% | $7,906+45.5% | $6,396+79.9% |
| Admin fee / account holder | $1,999 | $14,976-86.7% | $13,708-85.4% | $12,562-84.1% |