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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 | $121,282 | $201,370-39.8% | $184,256-34.2% | $145,897-16.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 13.86% | 29.05%-15.2pp | 28.85%-15.0pp | 552.29%-538.4pp |
| Employer contribution / active EE | $2,580 | $7,024-63.3% | $6,427-59.9% | $4,663-44.7% |
| Participant deferral / active EE | $3,251 | $9,808-66.9% | $9,133-64.4% | $6,689-51.4% |
| Admin fee / account holder | $827 | $16,364-94.9% | $13,899-94.1% | $13,390-93.8% |