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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 | $154,228-41.2% | $145,433-37.6% | $137,256-33.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 14.71% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.6pp |
| Employer contribution / active EE | $5,994 | $4,804+24.8% | $4,554+31.6% | $4,156+44.2% |
| Participant deferral / active EE | $9,070 | $8,216+10.4% | $7,897+14.8% | $6,407+41.6% |
| Admin fee / account holder | $2,674 | $14,344-81.4% | $13,129-79.6% | $12,270-78.2% |