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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 | $95,943 | $178,174-46.2% | $156,181-38.6% | $137,256-30.1% |
| Participation rate | 76.2% | 82.0%-5.8pp | 78.8%-2.6pp | 80.0%-3.8pp |
| Annual return | 18.83% | 84.19%-65.4pp | 64.87%-46.0pp | 220.34%-201.5pp |
| Employer contribution / active EE | $2,160 | $4,972-56.6% | $4,294-49.7% | $4,156-48.0% |
| Participant deferral / active EE | $6,824 | $6,888-0.9% | $6,132+11.3% | $6,407+6.5% |
| Admin fee / account holder | $3,578 | $17,404-79.4% | $14,586-75.5% | $12,270-70.8% |