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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 | $59,290 | $154,228-61.6% | $145,433-59.2% | $137,256-56.8% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 12.47% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,649 | $4,804-44.9% | $4,554-41.8% | $4,156-36.3% |
| Participant deferral / active EE | $8,472 | $8,216+3.1% | $7,897+7.3% | $6,407+32.2% |
| Admin fee / account holder | $454 | $14,344-96.8% | $13,129-96.5% | $12,270-96.3% |