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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 | $86,925 | $178,174-51.2% | $156,181-44.3% | $137,256-36.7% |
| Participation rate | 70.0% | 82.0%-12.0pp | 78.8%-8.8pp | 80.0%-10.0pp |
| Annual return | 19.41% | 84.19%-64.8pp | 64.87%-45.5pp | 220.34%-200.9pp |
| Employer contribution / active EE | $3,137 | $4,972-36.9% | $4,294-26.9% | $4,156-24.5% |
| Participant deferral / active EE | $8,034 | $6,888+16.6% | $6,132+31.0% | $6,407+25.4% |
| Admin fee / account holder | $3,063 | $17,404-82.4% | $14,586-79.0% | $12,270-75.0% |