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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 | $91,452 | $185,312-50.6% | $161,489-43.4% | $154,746-40.9% |
| Participation rate | 76.5% | 82.5%-6.0pp | 78.7%-2.2pp | 80.7%-4.2pp |
| Annual return | 17.44% | 103.84%-86.4pp | 89.72%-72.3pp | 172.34%-154.9pp |
| Employer contribution / active EE | $2,523 | $4,769-47.1% | $4,268-40.9% | $4,379-42.4% |
| Participant deferral / active EE | $5,185 | $6,350-18.3% | $5,630-7.9% | $6,730-23.0% |
| Admin fee / account holder | $897 | $18,654-95.2% | $16,006-94.4% | $14,365-93.8% |