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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 | $76,442 | $154,228-50.4% | $145,433-47.4% | $137,256-44.3% |
| Participation rate | 76.5% | 83.8%-7.3pp | 82.1%-5.6pp | 80.0%-3.5pp |
| Annual return | 22.07% | 74.59%-52.5pp | 66.58%-44.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,662 | $4,804-44.6% | $4,554-41.5% | $4,156-35.9% |
| Participant deferral / active EE | $4,316 | $8,216-47.5% | $7,897-45.3% | $6,407-32.6% |
| Admin fee / account holder | $789 | $14,344-94.5% | $13,129-94.0% | $12,270-93.6% |