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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 | $65,547 | $154,228-57.5% | $145,433-54.9% | $137,256-52.2% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 20.16% | 74.59%-54.4pp | 66.58%-46.4pp | 220.34%-200.2pp |
| Employer contribution / active EE | $3,125 | $4,804-34.9% | $4,554-31.4% | $4,156-24.8% |
| Participant deferral / active EE | $4,427 | $8,216-46.1% | $7,897-43.9% | $6,407-30.9% |
| Admin fee / account holder | $1,687 | $14,344-88.2% | $13,129-87.2% | $12,270-86.3% |