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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 | $54,562 | $154,228-64.6% | $145,433-62.5% | $137,256-60.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 20.57% | 74.59%-54.0pp | 66.58%-46.0pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,823 | $4,804+0.4% | $4,554+5.9% | $4,156+16.1% |
| Participant deferral / active EE | $8,446 | $8,216+2.8% | $7,897+6.9% | $6,407+31.8% |
| Admin fee / account holder | $8,790 | $14,344-38.7% | $13,129-33.0% | $12,270-28.4% |