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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 | $97,585 | $156,398-37.6% | $147,318-33.8% | $138,895-29.7% |
| Participation rate | 81.8% | 83.8%-1.9pp | 82.1%-0.2pp | 79.9%+1.9pp |
| Annual return | 14.78% | 78.75%-64.0pp | 70.43%-55.7pp | 145.39%-130.6pp |
| Employer contribution / active EE | $6,366 | $4,853+31.2% | $4,593+38.6% | $4,194+51.8% |
| Participant deferral / active EE | $4,137 | $8,237-49.8% | $7,906-47.7% | $6,396-35.3% |
| Admin fee / account holder | $1,505 | $14,976-90.0% | $13,708-89.0% | $12,562-88.0% |