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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 | $80,921 | $162,136-50.1% | $152,301-46.9% | $154,746-47.7% |
| Participation rate | 71.4% | 84.1%-12.7pp | 82.4%-11.0pp | 80.7%-9.3pp |
| Annual return | 16.75% | 91.02%-74.3pp | 80.50%-63.8pp | 172.34%-155.6pp |
| Employer contribution / active EE | $4,204 | $4,890-14.0% | $4,624-9.1% | $4,379-4.0% |
| Participant deferral / active EE | $7,719 | $8,341-7.5% | $8,004-3.6% | $6,730+14.7% |
| Admin fee / account holder | $15,951 | $15,759+1.2% | $14,398+10.8% | $14,365+11.0% |