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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 | $78,085 | $199,109-60.8% | $173,730-55.1% | $154,746-49.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 19.14% | 20.02%-0.9pp | 19.96%-0.8pp | 172.34%-153.2pp |
| Employer contribution / active EE | $3,079 | $5,311-42.0% | $4,577-32.7% | $4,379-29.7% |
| Participant deferral / active EE | $5,383 | $7,113-24.3% | $6,326-14.9% | $6,730-20.0% |
| Admin fee / account holder | $3,854 | $20,916-81.6% | $17,523-78.0% | $14,365-73.2% |