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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 | $83,318 | $185,312-55.0% | $161,489-48.4% | $154,746-46.2% |
| Participation rate | 77.8% | 82.5%-4.7pp | 78.7%-0.9pp | 80.7%-2.9pp |
| Annual return | 14.72% | 103.84%-89.1pp | 89.72%-75.0pp | 172.34%-157.6pp |
| Employer contribution / active EE | $6,203 | $4,769+30.1% | $4,268+45.3% | $4,379+41.6% |
| Participant deferral / active EE | $12,111 | $6,350+90.7% | $5,630+115.1% | $6,730+79.9% |
| Admin fee / account holder | $459 | $18,654-97.5% | $16,006-97.1% | $14,365-96.8% |