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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 | $199,109-56.3% | $173,730-50.0% | $154,746-43.8% |
| Participation rate | 70.0% | 82.8%-12.8pp | 79.6%-9.6pp | 80.7%-10.7pp |
| Annual return | 19.41% | 20.02%-0.6pp | 19.96%-0.5pp | 172.34%-152.9pp |
| Employer contribution / active EE | $3,137 | $5,311-40.9% | $4,577-31.5% | $4,379-28.4% |
| Participant deferral / active EE | $8,034 | $7,113+13.0% | $6,326+27.0% | $6,730+19.4% |
| Admin fee / account holder | $3,063 | $20,916-85.4% | $17,523-82.5% | $14,365-78.7% |