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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 | $84,420 | $154,228-45.3% | $145,433-42.0% | $137,256-38.5% |
| Participation rate | 78.3% | 83.8%-5.5pp | 82.1%-3.9pp | 80.0%-1.7pp |
| Annual return | 14.73% | 74.59%-59.9pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $1,234 | $4,804-74.3% | $4,554-72.9% | $4,156-70.3% |
| Participant deferral / active EE | $7,066 | $8,216-14.0% | $7,897-10.5% | $6,407+10.3% |
| Admin fee / account holder | $15,961 | $14,344+11.3% | $13,129+21.6% | $12,270+30.1% |