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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 | $155,555-66.5% | $146,866-64.5% | $155,188-66.4% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.5%-0.2pp | 80.8%+1.5pp |
| Annual return | 19.96% | 115.41%-95.5pp | 102.85%-82.9pp | 148.84%-128.9pp |
| Employer contribution / active EE | $6,372 | $4,647+37.1% | $4,425+44.0% | $4,248+50.0% |
| Participant deferral / active EE | $14,917 | $8,044+85.4% | $7,759+92.2% | $6,531+128.4% |
| Admin fee / account holder | $550 | $14,755-96.3% | $13,620-96.0% | $14,480-96.2% |