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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 | $52,072 | $154,228-66.2% | $145,433-64.2% | $137,256-62.1% |
| Participation rate | 82.4% | 83.8%-1.4pp | 82.1%+0.2pp | 80.0%+2.4pp |
| Annual return | 19.96% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.4pp |
| Employer contribution / active EE | $6,372 | $4,804+32.6% | $4,554+39.9% | $4,156+53.3% |
| Participant deferral / active EE | $14,917 | $8,216+81.5% | $7,897+88.9% | $6,407+132.8% |
| Admin fee / account holder | $550 | $14,344-96.2% | $13,129-95.8% | $12,270-95.5% |