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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 | $79,517 | $154,228-48.4% | $145,433-45.3% | $137,256-42.1% |
| Participation rate | 72.7% | 83.8%-11.1pp | 82.1%-9.4pp | 80.0%-7.2pp |
| Annual return | 20.66% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.7pp |
| Employer contribution / active EE | $7,814 | $4,804+62.7% | $4,554+71.6% | $4,156+88.0% |
| Participant deferral / active EE | $12,057 | $8,216+46.7% | $7,897+52.7% | $6,407+88.2% |
| Admin fee / account holder | $1,041 | $14,344-92.7% | $13,129-92.1% | $12,270-91.5% |