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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 | $83,047 | $185,312-55.2% | $161,489-48.6% | $154,746-46.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 15.72% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $6,374 | $4,769+33.6% | $4,268+49.3% | $4,379+45.5% |
| Participant deferral / active EE | $13,889 | $6,350+118.7% | $5,630+146.7% | $6,730+106.4% |
| Admin fee / account holder | $11,838 | $18,654-36.5% | $16,006-26.0% | $14,365-17.6% |