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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 | $57,848 | $154,228-62.5% | $145,433-60.2% | $137,256-57.9% |
| Participation rate | 81.0% | 83.8%-2.8pp | 82.1%-1.2pp | 80.0%+1.0pp |
| Annual return | 20.71% | 74.59%-53.9pp | 66.58%-45.9pp | 220.34%-199.6pp |
| Employer contribution / active EE | $1,900 | $4,804-60.4% | $4,554-58.3% | $4,156-54.3% |
| Participant deferral / active EE | $6,310 | $8,216-23.2% | $7,897-20.1% | $6,407-1.5% |
| Admin fee / account holder | $1,284 | $14,344-91.0% | $13,129-90.2% | $12,270-89.5% |