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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 | $66,194 | $156,398-57.7% | $147,318-55.1% | $138,895-52.3% |
| Participation rate | 72.7% | 83.8%-11.0pp | 82.1%-9.3pp | 79.9%-7.2pp |
| Annual return | 15.42% | 78.75%-63.3pp | 70.43%-55.0pp | 145.39%-130.0pp |
| Employer contribution / active EE | $3,262 | $4,853-32.8% | $4,593-29.0% | $4,194-22.2% |
| Participant deferral / active EE | $9,240 | $8,237+12.2% | $7,906+16.9% | $6,396+44.5% |
| Admin fee / account holder | $555 | $14,976-96.3% | $13,708-96.0% | $12,562-95.6% |