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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 | $99,764 | $172,111-42.0% | $150,298-33.6% | $137,256-27.3% |
| Participation rate | 76.9% | 81.7%-4.8pp | 77.8%-0.8pp | 80.0%-3.0pp |
| Annual return | 17.54% | 69.37%-51.8pp | 62.79%-45.2pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,849 | $4,636-38.5% | $4,154-31.4% | $4,156-31.4% |
| Participant deferral / active EE | $7,023 | $6,166+13.9% | $5,453+28.8% | $6,407+9.6% |
| Admin fee / account holder | $2,840 | $16,471-82.8% | $14,116-79.9% | $12,270-76.9% |