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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 | $40,148 | $154,228-74.0% | $145,433-72.4% | $137,256-70.7% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.2pp | 80.0%-1.0pp |
| Annual return | 19.49% | 74.59%-55.1pp | 66.58%-47.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $1,540 | $4,804-67.9% | $4,554-66.2% | $4,156-63.0% |
| Participant deferral / active EE | $11,694 | $8,216+42.3% | $7,897+48.1% | $6,407+82.5% |
| Admin fee / account holder | $1,409 | $14,344-90.2% | $13,129-89.3% | $12,270-88.5% |