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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 | $83,676 | $154,228-45.7% | $145,433-42.5% | $137,256-39.0% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 21.87% | 74.59%-52.7pp | 66.58%-44.7pp | 220.34%-198.5pp |
| Employer contribution / active EE | $20,557 | $4,804+327.9% | $4,554+351.4% | $4,156+394.6% |
| Participant deferral / active EE | $23,093 | $8,216+181.1% | $7,897+192.4% | $6,407+260.5% |
| Admin fee / account holder | $6,053 | $14,344-57.8% | $13,129-53.9% | $12,270-50.7% |