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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 | $78,383 | $162,136-51.7% | $152,301-48.5% | $154,746-49.3% |
| Participation rate | 94.1% | 84.1%+10.0pp | 82.4%+11.7pp | 80.7%+13.4pp |
| Annual return | 13.24% | 91.02%-77.8pp | 80.50%-67.3pp | 172.34%-159.1pp |
| Employer contribution / active EE | $908 | $4,890-81.4% | $4,624-80.4% | $4,379-79.3% |
| Participant deferral / active EE | $3,525 | $8,341-57.7% | $8,004-56.0% | $6,730-47.6% |
| Admin fee / account holder | $14,112 | $15,759-10.5% | $14,398-2.0% | $14,365-1.8% |