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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 | $74,080 | $154,228-52.0% | $145,433-49.1% | $137,256-46.0% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 13.66% | 74.59%-60.9pp | 66.58%-52.9pp | 220.34%-206.7pp |
| Employer contribution / active EE | $2,392 | $4,804-50.2% | $4,554-47.5% | $4,156-42.4% |
| Participant deferral / active EE | $9,489 | $8,216+15.5% | $7,897+20.2% | $6,407+48.1% |
| Admin fee / account holder | $4,885 | $14,344-65.9% | $13,129-62.8% | $12,270-60.2% |