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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 | $87,647 | $165,361-47.0% | $149,715-41.5% | $158,950-44.9% |
| Participation rate | 77.8% | 84.6%-6.8pp | 82.5%-4.7pp | 82.0%-4.2pp |
| Annual return | 22.35% | 348.24%-325.9pp | 276.66%-254.3pp | 302.91%-280.6pp |
| Employer contribution / active EE | $1,763 | $5,103-65.5% | $4,645-62.1% | $4,762-63.0% |
| Participant deferral / active EE | $8,600 | $7,182+19.8% | $6,842+25.7% | $5,983+43.7% |
| Admin fee / account holder | $887 | $10,808-91.8% | $9,310-90.5% | $11,248-92.1% |