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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 | $91,285 | $185,312-50.7% | $161,489-43.5% | $154,746-41.0% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 16.53% | 103.84%-87.3pp | 89.72%-73.2pp | 172.34%-155.8pp |
| Employer contribution / active EE | $1,848 | $4,769-61.2% | $4,268-56.7% | $4,379-57.8% |
| Participant deferral / active EE | $5,322 | $6,350-16.2% | $5,630-5.5% | $6,730-20.9% |
| Admin fee / account holder | $1,712 | $18,654-90.8% | $16,006-89.3% | $14,365-88.1% |