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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 | $75,686 | $154,228-50.9% | $145,433-48.0% | $137,256-44.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 18.76% | 74.59%-55.8pp | 66.58%-47.8pp | 220.34%-201.6pp |
| Employer contribution / active EE | $3,740 | $4,804-22.1% | $4,554-17.9% | $4,156-10.0% |
| Participant deferral / active EE | $7,951 | $8,216-3.2% | $7,897+0.7% | $6,407+24.1% |
| Admin fee / account holder | $2,094 | $14,344-85.4% | $13,129-84.1% | $12,270-82.9% |