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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 | $87,383 | $165,399-47.2% | $149,745-41.6% | $158,982-45.0% |
| Participation rate | 91.7% | 84.6%+7.1pp | 82.5%+9.2pp | 82.0%+9.7pp |
| Annual return | 19.46% | 348.34%-328.9pp | 276.72%-257.3pp | 302.99%-283.5pp |
| Employer contribution / active EE | $1,328 | $5,105-74.0% | $4,646-71.4% | $4,763-72.1% |
| Participant deferral / active EE | $8,420 | $7,183+17.2% | $6,843+23.1% | $5,983+40.7% |
| Admin fee / account holder | $801 | $10,811-92.6% | $9,312-91.4% | $11,252-92.9% |