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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 | $83,471 | $155,555-46.3% | $146,866-43.2% | $155,188-46.2% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.5%-1.6pp | 80.8%+0.1pp |
| Annual return | 15.59% | 115.41%-99.8pp | 102.85%-87.3pp | 148.84%-133.2pp |
| Employer contribution / active EE | $1,368 | $4,647-70.6% | $4,425-69.1% | $4,248-67.8% |
| Participant deferral / active EE | $5,208 | $8,044-35.3% | $7,759-32.9% | $6,531-20.3% |
| Admin fee / account holder | $37,033 | $14,755+151.0% | $13,620+171.9% | $14,480+155.8% |