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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 | $69,193 | $155,555-55.5% | $146,866-52.9% | $155,188-55.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 24.76% | 115.41%-90.6pp | 102.85%-78.1pp | 148.84%-124.1pp |
| Employer contribution / active EE | $4,796 | $4,647+3.2% | $4,425+8.4% | $4,248+12.9% |
| Participant deferral / active EE | $6,835 | $8,044-15.0% | $7,759-11.9% | $6,531+4.6% |
| Admin fee / account holder | $969 | $14,755-93.4% | $13,620-92.9% | $14,480-93.3% |