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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 | $109,084 | $174,379-37.4% | $152,093-28.3% | $138,895-21.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 18.59% | 74.86%-56.3pp | 66.36%-47.8pp | 145.39%-126.8pp |
| Employer contribution / active EE | $1,648 | $4,652-64.6% | $4,175-60.5% | $4,194-60.7% |
| Participant deferral / active EE | $9,000 | $6,159+46.1% | $5,451+65.1% | $6,396+40.7% |
| Admin fee / account holder | $783 | $16,880-95.4% | $14,497-94.6% | $12,562-93.8% |