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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 | $65,221 | $155,555-58.1% | $146,866-55.6% | $155,188-58.0% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.5%-7.5pp | 80.8%-5.8pp |
| Annual return | 15.98% | 115.41%-99.4pp | 102.85%-86.9pp | 148.84%-132.9pp |
| Employer contribution / active EE | $1,098 | $4,647-76.4% | $4,425-75.2% | $4,248-74.2% |
| Participant deferral / active EE | $9,094 | $8,044+13.0% | $7,759+17.2% | $6,531+39.2% |
| Admin fee / account holder | $374 | $14,755-97.5% | $13,620-97.3% | $14,480-97.4% |