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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 | $63,667 | $154,228-58.7% | $145,433-56.2% | $137,256-53.6% |
| Participation rate | 72.2% | 83.8%-11.6pp | 82.1%-9.9pp | 80.0%-7.7pp |
| Annual return | 18.24% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,881 | $4,804-60.8% | $4,554-58.7% | $4,156-54.7% |
| Participant deferral / active EE | $2,674 | $8,216-67.5% | $7,897-66.1% | $6,407-58.3% |
| Admin fee / account holder | $594 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |