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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 | $82,539 | $223,823-63.1% | $211,142-60.9% | $154,746-46.7% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 21.16% | 50.39%-29.2pp | 46.84%-25.7pp | 172.34%-151.2pp |
| Employer contribution / active EE | $4,074 | $6,787-40.0% | $6,442-36.8% | $4,379-7.0% |
| Participant deferral / active EE | $6,170 | $9,750-36.7% | $9,284-33.5% | $6,730-8.3% |
| Admin fee / account holder | $4,778 | $19,707-75.8% | $19,076-75.0% | $14,365-66.7% |