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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 | $65,292 | $184,014-64.5% | $161,149-59.5% | $138,895-53.0% |
| Participation rate | 78.9% | 82.1%-3.1pp | 78.8%+0.1pp | 79.9%-1.0pp |
| Annual return | 17.72% | 21.52%-3.8pp | 21.16%-3.4pp | 145.39%-127.7pp |
| Employer contribution / active EE | $5,811 | $5,055+14.9% | $4,360+33.3% | $4,194+38.5% |
| Participant deferral / active EE | $7,765 | $6,909+12.4% | $6,153+26.2% | $6,396+21.4% |
| Admin fee / account holder | $1,009 | $18,027-94.4% | $15,194-93.4% | $12,562-92.0% |