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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 | $75,404 | $154,228-51.1% | $145,433-48.2% | $137,256-45.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.60% | 74.59%-58.0pp | 66.58%-50.0pp | 220.34%-203.7pp |
| Employer contribution / active EE | $3,670 | $4,804-23.6% | $4,554-19.4% | $4,156-11.7% |
| Participant deferral / active EE | $9,290 | $8,216+13.1% | $7,897+17.6% | $6,407+45.0% |
| Admin fee / account holder | $4,210 | $14,344-70.7% | $13,129-67.9% | $12,270-65.7% |