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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 | $97,075 | $154,228-37.1% | $145,433-33.3% | $137,256-29.3% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 18.54% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $2,572 | $4,804-46.5% | $4,554-43.5% | $4,156-38.1% |
| Participant deferral / active EE | $2,905 | $8,216-64.6% | $7,897-63.2% | $6,407-54.7% |
| Admin fee / account holder | $329 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |