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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 | $162,136-47.9% | $152,301-44.6% | $154,746-45.4% |
| Participation rate | 78.3% | 84.1%-5.8pp | 82.4%-4.2pp | 80.7%-2.4pp |
| Annual return | 14.73% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,234 | $4,890-74.8% | $4,624-73.3% | $4,379-71.8% |
| Participant deferral / active EE | $7,066 | $8,341-15.3% | $8,004-11.7% | $6,730+5.0% |
| Admin fee / account holder | $15,961 | $15,759+1.3% | $14,398+10.9% | $14,365+11.1% |