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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 | $90,297 | $178,174-49.3% | $156,181-42.2% | $137,256-34.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.8%+1.2pp | 80.0%0pp |
| Annual return | 18.36% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,791 | $4,972-43.9% | $4,294-35.0% | $4,156-32.9% |
| Participant deferral / active EE | $8,151 | $6,888+18.3% | $6,132+32.9% | $6,407+27.2% |
| Admin fee / account holder | $980 | $17,404-94.4% | $14,586-93.3% | $12,270-92.0% |