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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 | $213,785-63.5% | $185,441-57.9% | $155,188-49.7% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | 19.14% | 19.97%-0.8pp | 20.16%-1.0pp | 148.84%-129.7pp |
| Employer contribution / active EE | $3,079 | $5,393-42.9% | $4,672-34.1% | $4,248-27.5% |
| Participant deferral / active EE | $5,383 | $6,864-21.6% | $6,152-12.5% | $6,531-17.6% |
| Admin fee / account holder | $3,854 | $21,134-81.8% | $17,890-78.5% | $14,480-73.4% |