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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 | $96,815 | $174,379-44.5% | $152,093-36.3% | $138,895-30.3% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 21.23% | 74.86%-53.6pp | 66.36%-45.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $1,556 | $4,652-66.6% | $4,175-62.7% | $4,194-62.9% |
| Participant deferral / active EE | $9,731 | $6,159+58.0% | $5,451+78.5% | $6,396+52.1% |
| Admin fee / account holder | $406 | $16,880-97.6% | $14,497-97.2% | $12,562-96.8% |