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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 | $84,882 | $183,592-53.8% | $155,574-45.4% | $145,877-41.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.95% | 61.37%-43.4pp | 64.87%-46.9pp | 551.28%-533.3pp |
| Employer contribution / active EE | $5,424 | $5,317+2.0% | $4,676+16.0% | $4,663+16.3% |
| Participant deferral / active EE | $6,402 | $6,466-1.0% | $5,629+13.7% | $6,691-4.3% |
| Admin fee / account holder | $861 | $19,316-95.5% | $15,914-94.6% | $13,402-93.6% |