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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 | $65,502 | $181,062-63.8% | $158,223-58.6% | $155,188-57.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 21.32% | 57.39%-36.1pp | 52.09%-30.8pp | 148.84%-127.5pp |
| Employer contribution / active EE | $2,463 | $4,565-46.0% | $4,109-40.1% | $4,248-42.0% |
| Participant deferral / active EE | $8,088 | $6,134+31.8% | $5,467+47.9% | $6,531+23.8% |
| Admin fee / account holder | $2,202 | $18,825-88.3% | $16,047-86.3% | $14,480-84.8% |