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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 | $73,098 | $174,379-58.1% | $152,093-51.9% | $138,895-47.4% |
| Participation rate | 76.5% | 81.6%-5.2pp | 77.8%-1.3pp | 79.9%-3.4pp |
| Annual return | 13.74% | 74.86%-61.1pp | 66.36%-52.6pp | 145.39%-131.7pp |
| Employer contribution / active EE | $1,535 | $4,652-67.0% | $4,175-63.2% | $4,194-63.4% |
| Participant deferral / active EE | $7,172 | $6,159+16.4% | $5,451+31.6% | $6,396+12.1% |
| Admin fee / account holder | $934 | $16,880-94.5% | $14,497-93.6% | $12,562-92.6% |