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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 | $114,066 | $185,312-38.4% | $161,489-29.4% | $154,746-26.3% |
| Participation rate | 71.4% | 82.5%-11.0pp | 78.7%-7.3pp | 80.7%-9.3pp |
| Annual return | 18.41% | 103.84%-85.4pp | 89.72%-71.3pp | 172.34%-153.9pp |
| Employer contribution / active EE | $1,966 | $4,769-58.8% | $4,268-53.9% | $4,379-55.1% |
| Participant deferral / active EE | $6,206 | $6,350-2.3% | $5,630+10.2% | $6,730-7.8% |
| Admin fee / account holder | $2,357 | $18,654-87.4% | $16,006-85.3% | $14,365-83.6% |