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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 | $76,082 | $199,109-61.8% | $173,730-56.2% | $154,746-50.8% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.6%+0.4pp | 80.7%-0.7pp |
| Annual return | 15.36% | 20.02%-4.7pp | 19.96%-4.6pp | 172.34%-157.0pp |
| Employer contribution / active EE | $10,822 | $5,311+103.8% | $4,577+136.4% | $4,379+147.1% |
| Participant deferral / active EE | $5,028 | $7,113-29.3% | $6,326-20.5% | $6,730-25.3% |
| Admin fee / account holder | $432 | $20,916-97.9% | $17,523-97.5% | $14,365-97.0% |