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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 | $65,921 | $174,379-62.2% | $152,093-56.7% | $138,895-52.5% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 16.35% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,279 | $4,652-51.0% | $4,175-45.4% | $4,194-45.7% |
| Participant deferral / active EE | $6,156 | $6,1590% | $5,451+12.9% | $6,396-3.8% |
| Admin fee / account holder | $351 | $16,880-97.9% | $14,497-97.6% | $12,562-97.2% |