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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 | $42,137 | $156,398-73.1% | $147,318-71.4% | $138,895-69.7% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 79.9%-3.4pp |
| Annual return | 14.84% | 78.75%-63.9pp | 70.43%-55.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,818 | $4,853-21.3% | $4,593-16.9% | $4,194-9.0% |
| Participant deferral / active EE | $8,390 | $8,237+1.9% | $7,906+6.1% | $6,396+31.2% |
| Admin fee / account holder | $5,039 | $14,976-66.4% | $13,708-63.2% | $12,562-59.9% |