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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 | $35,557 | $154,228-76.9% | $145,433-75.6% | $137,256-74.1% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 21.56% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.8pp |
| Employer contribution / active EE | $1,866 | $4,804-61.2% | $4,554-59.0% | $4,156-55.1% |
| Participant deferral / active EE | $5,338 | $8,216-35.0% | $7,897-32.4% | $6,407-16.7% |
| Admin fee / account holder | $7,490 | $14,344-47.8% | $13,129-42.9% | $12,270-39.0% |