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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 | $91,022 | $156,398-41.8% | $147,318-38.2% | $138,895-34.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 79.9%-4.9pp |
| Annual return | 19.34% | 78.75%-59.4pp | 70.43%-51.1pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,669 | $4,853-3.8% | $4,593+1.7% | $4,194+11.3% |
| Participant deferral / active EE | $14,820 | $8,237+79.9% | $7,906+87.4% | $6,396+131.7% |
| Admin fee / account holder | $624 | $14,976-95.8% | $13,708-95.4% | $12,562-95.0% |