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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 | $156,398-74.3% | $147,318-72.7% | $138,895-71.1% |
| Participation rate | 78.9% | 83.8%-4.8pp | 82.1%-3.1pp | 79.9%-1.0pp |
| Annual return | 19.49% | 78.75%-59.3pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $1,540 | $4,853-68.3% | $4,593-66.5% | $4,194-63.3% |
| Participant deferral / active EE | $11,694 | $8,237+42.0% | $7,906+47.9% | $6,396+82.8% |
| Admin fee / account holder | $1,409 | $14,976-90.6% | $13,708-89.7% | $12,562-88.8% |