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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 | $74,941 | $178,174-57.9% | $156,181-52.0% | $137,256-45.4% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.8%-1.1pp | 80.0%-2.2pp |
| Annual return | 13.80% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $2,127 | $4,972-57.2% | $4,294-50.5% | $4,156-48.8% |
| Participant deferral / active EE | $5,404 | $6,888-21.5% | $6,132-11.9% | $6,407-15.6% |
| Admin fee / account holder | $975 | $17,404-94.4% | $14,586-93.3% | $12,270-92.1% |