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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 | $80,117 | $155,555-48.5% | $146,866-45.4% | $155,188-48.4% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.5%-4.7pp | 80.8%-3.0pp |
| Annual return | 16.90% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,722 | $4,647-62.9% | $4,425-61.1% | $4,248-59.5% |
| Participant deferral / active EE | $8,150 | $8,044+1.3% | $7,759+5.0% | $6,531+24.8% |
| Admin fee / account holder | $698 | $14,755-95.3% | $13,620-94.9% | $14,480-95.2% |