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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 | $77,809 | $155,555-50.0% | $146,866-47.0% | $155,188-49.9% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.5%-2.5pp | 80.8%-0.8pp |
| Annual return | 16.95% | 115.41%-98.5pp | 102.85%-85.9pp | 148.84%-131.9pp |
| Employer contribution / active EE | $1,701 | $4,647-63.4% | $4,425-61.6% | $4,248-60.0% |
| Participant deferral / active EE | $7,765 | $8,044-3.5% | $7,759+0.1% | $6,531+18.9% |
| Admin fee / account holder | $8,481 | $14,755-42.5% | $13,620-37.7% | $14,480-41.4% |