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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 | $77,723 | $162,136-52.1% | $152,301-49.0% | $154,746-49.8% |
| Participation rate | 90.0% | 84.1%+5.9pp | 82.4%+7.6pp | 80.7%+9.3pp |
| Annual return | 12.11% | 91.02%-78.9pp | 80.50%-68.4pp | 172.34%-160.2pp |
| Employer contribution / active EE | $1,805 | $4,890-63.1% | $4,624-61.0% | $4,379-58.8% |
| Participant deferral / active EE | $3,459 | $8,341-58.5% | $8,004-56.8% | $6,730-48.6% |
| Admin fee / account holder | $14,020 | $15,759-11.0% | $14,398-2.6% | $14,365-2.4% |