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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 | $62,579 | $178,174-64.9% | $156,181-59.9% | $137,256-54.4% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 15.39% | 84.19%-68.8pp | 64.87%-49.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $4,178 | $4,972-16.0% | $4,294-2.7% | $4,156+0.5% |
| Participant deferral / active EE | $7,110 | $6,888+3.2% | $6,132+15.9% | $6,407+11.0% |
| Admin fee / account holder | $5,015 | $17,404-71.2% | $14,586-65.6% | $12,270-59.1% |