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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 | $97,007 | $185,312-47.7% | $161,489-39.9% | $154,746-37.3% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 13.55% | 103.84%-90.3pp | 89.72%-76.2pp | 172.34%-158.8pp |
| Employer contribution / active EE | $1,966 | $4,769-58.8% | $4,268-53.9% | $4,379-55.1% |
| Participant deferral / active EE | $3,520 | $6,350-44.6% | $5,630-37.5% | $6,730-47.7% |
| Admin fee / account holder | $23,891 | $18,654+28.1% | $16,006+49.3% | $14,365+66.3% |