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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 | $75,939 | $162,136-53.2% | $152,301-50.1% | $154,746-50.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 82.4%-3.9pp | 80.7%-2.1pp |
| Annual return | 14.66% | 91.02%-76.4pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,540 | $4,890+13.3% | $4,624+19.8% | $4,379+26.5% |
| Participant deferral / active EE | $9,946 | $8,341+19.2% | $8,004+24.3% | $6,730+47.8% |
| Admin fee / account holder | $8,998 | $15,759-42.9% | $14,398-37.5% | $14,365-37.4% |