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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 | $88,208 | $185,312-52.4% | $161,489-45.4% | $154,746-43.0% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.7%-0.1pp | 80.7%-2.1pp |
| Annual return | 11.27% | 103.84%-92.6pp | 89.72%-78.4pp | 172.34%-161.1pp |
| Employer contribution / active EE | $1,047 | $4,769-78.1% | $4,268-75.5% | $4,379-76.1% |
| Participant deferral / active EE | $2,134 | $6,350-66.4% | $5,630-62.1% | $6,730-68.3% |
| Admin fee / account holder | $509 | $18,654-97.3% | $16,006-96.8% | $14,365-96.5% |