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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 | $183,516-53.7% | $155,534-45.4% | $145,884-41.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 17.95% | 61.43%-43.5pp | 64.92%-47.0pp | 551.85%-533.9pp |
| Employer contribution / active EE | $5,424 | $5,315+2.1% | $4,675+16.0% | $4,662+16.3% |
| Participant deferral / active EE | $6,402 | $6,467-1.0% | $5,630+13.7% | $6,690-4.3% |
| Admin fee / account holder | $861 | $19,293-95.5% | $15,900-94.6% | $13,392-93.6% |