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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 | $84,094 | $199,109-57.8% | $173,730-51.6% | $154,746-45.7% |
| Participation rate | 88.2% | 82.8%+5.4pp | 79.6%+8.7pp | 80.7%+7.5pp |
| Annual return | 23.94% | 20.02%+3.9pp | 19.96%+4.0pp | 172.34%-148.4pp |
| Employer contribution / active EE | $1,189 | $5,311-77.6% | $4,577-74.0% | $4,379-72.8% |
| Participant deferral / active EE | $4,428 | $7,113-37.7% | $6,326-30.0% | $6,730-34.2% |
| Admin fee / account holder | $1,008 | $20,916-95.2% | $17,523-94.2% | $14,365-93.0% |