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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 | $114,927 | $199,109-42.3% | $173,730-33.8% | $154,746-25.7% |
| Participation rate | 75.0% | 82.8%-7.8pp | 79.6%-4.6pp | 80.7%-5.7pp |
| Annual return | 14.93% | 20.02%-5.1pp | 19.96%-5.0pp | 172.34%-157.4pp |
| Employer contribution / active EE | $2,427 | $5,311-54.3% | $4,577-47.0% | $4,379-44.6% |
| Participant deferral / active EE | $8,998 | $7,113+26.5% | $6,326+42.2% | $6,730+33.7% |
| Admin fee / account holder | $1,118 | $20,916-94.7% | $17,523-93.6% | $14,365-92.2% |