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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 | $61,373 | $154,228-60.2% | $145,433-57.8% | $137,256-55.3% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 15.20% | 74.59%-59.4pp | 66.58%-51.4pp | 220.34%-205.1pp |
| Employer contribution / active EE | $4,414 | $4,804-8.1% | $4,554-3.1% | $4,156+6.2% |
| Participant deferral / active EE | $2,810 | $8,216-65.8% | $7,897-64.4% | $6,407-56.1% |
| Admin fee / account holder | $6,086 | $14,344-57.6% | $13,129-53.6% | $12,270-50.4% |