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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 | $79,017 | $162,136-51.3% | $152,301-48.1% | $154,746-48.9% |
| Participation rate | 80.0% | 84.1%-4.1pp | 82.4%-2.4pp | 80.7%-0.7pp |
| Annual return | 17.77% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $7,061 | $4,890+44.4% | $4,624+52.7% | $4,379+61.2% |
| Participant deferral / active EE | $5,649 | $8,341-32.3% | $8,004-29.4% | $6,730-16.1% |
| Admin fee / account holder | $1,267 | $15,759-92.0% | $14,398-91.2% | $14,365-91.2% |