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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 | $58,089 | $154,228-62.3% | $145,433-60.1% | $137,256-57.7% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 18.83% | 74.59%-55.8pp | 66.58%-47.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,023 | $4,804-37.1% | $4,554-33.6% | $4,156-27.3% |
| Participant deferral / active EE | $9,024 | $8,216+9.8% | $7,897+14.3% | $6,407+40.8% |
| Admin fee / account holder | $347 | $14,344-97.6% | $13,129-97.4% | $12,270-97.2% |