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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 | $93,058 | $181,062-48.6% | $158,223-41.2% | $155,188-40.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 79.2%+0.8pp | 80.8%-0.8pp |
| Annual return | 15.94% | 57.39%-41.4pp | 52.09%-36.1pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,131 | $4,565-75.2% | $4,109-72.5% | $4,248-73.4% |
| Participant deferral / active EE | $9,223 | $6,134+50.3% | $5,467+68.7% | $6,531+41.2% |
| Admin fee / account holder | $8,122 | $18,825-56.9% | $16,047-49.4% | $14,480-43.9% |