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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 | $80,205 | $181,062-55.7% | $158,223-49.3% | $155,188-48.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 79.2%-4.2pp | 80.8%-5.8pp |
| Annual return | 18.92% | 57.39%-38.5pp | 52.09%-33.2pp | 148.84%-129.9pp |
| Employer contribution / active EE | $6,818 | $4,565+49.4% | $4,109+65.9% | $4,248+60.5% |
| Participant deferral / active EE | $6,243 | $6,134+1.8% | $5,467+14.2% | $6,531-4.4% |
| Admin fee / account holder | $847 | $18,825-95.5% | $16,047-94.7% | $14,480-94.1% |