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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 | $95,671 | $156,398-38.8% | $147,318-35.1% | $138,895-31.1% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 22.98% | 78.75%-55.8pp | 70.43%-47.4pp | 145.39%-122.4pp |
| Employer contribution / active EE | $2,597 | $4,853-46.5% | $4,593-43.4% | $4,194-38.1% |
| Participant deferral / active EE | $5,372 | $8,237-34.8% | $7,906-32.1% | $6,396-16.0% |
| Admin fee / account holder | $16,754 | $14,976+11.9% | $13,708+22.2% | $12,562+33.4% |