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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 | $82,736 | $174,379-52.6% | $152,093-45.6% | $138,895-40.4% |
| Participation rate | 76.5% | 81.6%-5.2pp | 77.8%-1.3pp | 79.9%-3.4pp |
| Annual return | 14.76% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $1,037 | $4,652-77.7% | $4,175-75.2% | $4,194-75.3% |
| Participant deferral / active EE | $4,320 | $6,159-29.9% | $5,451-20.7% | $6,396-32.5% |
| Admin fee / account holder | $876 | $16,880-94.8% | $14,497-94.0% | $12,562-93.0% |