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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 | $62,191 | $192,737-67.7% | $142,460-56.3% | $139,456-55.4% |
| Participation rate | 80.0% | 81.5%-1.5pp | 76.8%+3.2pp | 80.3%-0.3pp |
| Annual return | 14.49% | 17.99%-3.5pp | 19.99%-5.5pp | 373.45%-359.0pp |
| Employer contribution / active EE | $1,778 | $5,806-69.4% | $4,847-63.3% | $4,753-62.6% |
| Participant deferral / active EE | $8,672 | $7,208+20.3% | $6,283+38.0% | $6,711+29.2% |
| Admin fee / account holder | $314 | $15,125-97.9% | $10,011-96.9% | $11,407-97.2% |