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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 | $81,829 | $154,228-46.9% | $145,433-43.7% | $137,256-40.4% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.60% | 74.59%-53.0pp | 66.58%-45.0pp | 220.34%-198.7pp |
| Employer contribution / active EE | $3,449 | $4,804-28.2% | $4,554-24.3% | $4,156-17.0% |
| Participant deferral / active EE | $13,096 | $8,216+59.4% | $7,897+65.8% | $6,407+104.4% |
| Admin fee / account holder | $415 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |