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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 | $46,572 | $154,228-69.8% | $145,433-68.0% | $137,256-66.1% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 21.64% | 74.59%-52.9pp | 66.58%-44.9pp | 220.34%-198.7pp |
| Employer contribution / active EE | $4,662 | $4,804-3.0% | $4,554+2.3% | $4,156+12.2% |
| Participant deferral / active EE | $11,114 | $8,216+35.3% | $7,897+40.7% | $6,407+73.5% |
| Admin fee / account holder | $1,224 | $14,344-91.5% | $13,129-90.7% | $12,270-90.0% |