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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 | $162,136-48.4% | $152,301-45.1% | $154,746-45.9% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 21.87% | 91.02%-69.2pp | 80.50%-58.6pp | 172.34%-150.5pp |
| Employer contribution / active EE | $20,557 | $4,890+320.4% | $4,624+344.5% | $4,379+369.4% |
| Participant deferral / active EE | $23,093 | $8,341+176.9% | $8,004+188.5% | $6,730+243.1% |
| Admin fee / account holder | $6,053 | $15,759-61.6% | $14,398-58.0% | $14,365-57.9% |