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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 | $83,767 | $199,109-57.9% | $173,730-51.8% | $154,746-45.9% |
| Participation rate | 70.6% | 82.8%-12.2pp | 79.6%-9.0pp | 80.7%-10.1pp |
| Annual return | 20.86% | 20.02%+0.8pp | 19.96%+0.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $7,008 | $5,311+32.0% | $4,577+53.1% | $4,379+60.0% |
| Participant deferral / active EE | $4,846 | $7,113-31.9% | $6,326-23.4% | $6,730-28.0% |
| Admin fee / account holder | $739 | $20,916-96.5% | $17,523-95.8% | $14,365-94.9% |