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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 | $62,761 | $155,555-59.7% | $146,866-57.3% | $155,188-59.6% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.5%-4.2pp | 80.8%-2.5pp |
| Annual return | 18.12% | 115.41%-97.3pp | 102.85%-84.7pp | 148.84%-130.7pp |
| Employer contribution / active EE | $2,037 | $4,647-56.2% | $4,425-54.0% | $4,248-52.1% |
| Participant deferral / active EE | $7,901 | $8,044-1.8% | $7,759+1.8% | $6,531+21.0% |
| Admin fee / account holder | $928 | $14,755-93.7% | $13,620-93.2% | $14,480-93.6% |