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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 | $87,113 | $156,398-44.3% | $147,318-40.9% | $138,895-37.3% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 15.25% | 78.75%-63.5pp | 70.43%-55.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $4,004 | $4,853-17.5% | $4,593-12.8% | $4,194-4.5% |
| Participant deferral / active EE | $7,487 | $8,237-9.1% | $7,906-5.3% | $6,396+17.0% |
| Admin fee / account holder | $16,054 | $14,976+7.2% | $13,708+17.1% | $12,562+27.8% |