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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 | $156,398-49.2% | $147,318-46.0% | $138,895-42.8% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 20.66% | 78.75%-58.1pp | 70.43%-49.8pp | 145.39%-124.7pp |
| Employer contribution / active EE | $7,814 | $4,853+61.0% | $4,593+70.1% | $4,194+86.3% |
| Participant deferral / active EE | $12,057 | $8,237+46.4% | $7,906+52.5% | $6,396+88.5% |
| Admin fee / account holder | $1,041 | $14,976-93.0% | $13,708-92.4% | $12,562-91.7% |