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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 | $90,751 | $156,398-42.0% | $147,318-38.4% | $138,895-34.7% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 14.71% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.7pp |
| Employer contribution / active EE | $5,994 | $4,853+23.5% | $4,593+30.5% | $4,194+42.9% |
| Participant deferral / active EE | $9,070 | $8,237+10.1% | $7,906+14.7% | $6,396+41.8% |
| Admin fee / account holder | $2,674 | $14,976-82.1% | $13,708-80.5% | $12,562-78.7% |