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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 | $84,860 | $97,751-13.2% | $103,447-18.0% | $145,877-41.8% |
| Participation rate | 80.0% | 81.1%-1.1pp | 80.5%-0.5pp | 80.3%-0.3pp |
| Annual return | 11.96% | 25.43%-13.5pp | 23.92%-12.0pp | 551.28%-539.3pp |
| Employer contribution / active EE | $4,176 | $4,684-10.9% | $4,678-10.7% | $4,663-10.5% |
| Participant deferral / active EE | $7,496 | $6,603+13.5% | $6,624+13.2% | $6,691+12.0% |
| Admin fee / account holder | $5,491 | $12,515-56.1% | $9,415-41.7% | $13,402-59.0% |