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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 | $81,378 | $181,062-55.1% | $158,223-48.6% | $155,188-47.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 79.2%-1.4pp | 80.8%-3.0pp |
| Annual return | 9.47% | 57.39%-47.9pp | 52.09%-42.6pp | 148.84%-139.4pp |
| Employer contribution / active EE | $2,167 | $4,565-52.5% | $4,109-47.3% | $4,248-49.0% |
| Participant deferral / active EE | $6,893 | $6,134+12.4% | $5,467+26.1% | $6,531+5.5% |
| Admin fee / account holder | $990 | $18,825-94.7% | $16,047-93.8% | $14,480-93.2% |