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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 | $68,592 | $156,398-56.1% | $147,318-53.4% | $138,895-50.6% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 79.9%-2.1pp |
| Annual return | 17.65% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.7pp |
| Employer contribution / active EE | $3,771 | $4,853-22.3% | $4,593-17.9% | $4,194-10.1% |
| Participant deferral / active EE | $7,916 | $8,237-3.9% | $7,906+0.1% | $6,396+23.8% |
| Admin fee / account holder | $502 | $14,976-96.6% | $13,708-96.3% | $12,562-96.0% |