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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 | $181,062-59.6% | $158,223-53.8% | $155,188-52.9% |
| Participation rate | 76.5% | 82.7%-6.2pp | 79.2%-2.7pp | 80.8%-4.3pp |
| Annual return | 13.74% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.1pp |
| Employer contribution / active EE | $1,535 | $4,565-66.4% | $4,109-62.7% | $4,248-63.9% |
| Participant deferral / active EE | $7,172 | $6,134+16.9% | $5,467+31.2% | $6,531+9.8% |
| Admin fee / account holder | $934 | $18,825-95.0% | $16,047-94.2% | $14,480-93.6% |