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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 | $82,946 | $183,627-54.8% | $155,602-46.7% | $145,978-43.2% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.61% | 61.32%-47.7pp | 64.81%-51.2pp | 550.52%-536.9pp |
| Employer contribution / active EE | $5,321 | $5,316+0.1% | $4,675+13.8% | $4,662+14.1% |
| Participant deferral / active EE | $7,390 | $6,466+14.3% | $5,629+31.3% | $6,690+10.5% |
| Admin fee / account holder | $309 | $19,327-98.4% | $15,923-98.1% | $13,400-97.7% |