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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 | $93,640 | $199,109-53.0% | $173,730-46.1% | $154,746-39.5% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 11.92% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $4,922 | $5,311-7.3% | $4,577+7.5% | $4,379+12.4% |
| Participant deferral / active EE | $13,722 | $7,113+92.9% | $6,326+116.9% | $6,730+103.9% |
| Admin fee / account holder | $6,056 | $20,916-71.0% | $17,523-65.4% | $14,365-57.8% |