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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 | $53,641 | $155,555-65.5% | $146,866-63.5% | $155,188-65.4% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 17.27% | 115.41%-98.1pp | 102.85%-85.6pp | 148.84%-131.6pp |
| Employer contribution / active EE | $985 | $4,647-78.8% | $4,425-77.7% | $4,248-76.8% |
| Participant deferral / active EE | $3,892 | $8,044-51.6% | $7,759-49.8% | $6,531-40.4% |
| Admin fee / account holder | $376 | $14,755-97.5% | $13,620-97.2% | $14,480-97.4% |