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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 | $128,935 | $209,336-38.4% | $197,124-34.6% | $137,256-6.1% |
| Participation rate | 83.3% | 87.3%-4.0pp | 86.7%-3.4pp | 80.0%+3.4pp |
| Annual return | 15.03% | 48.09%-33.1pp | 44.34%-29.3pp | 220.34%-205.3pp |
| Employer contribution / active EE | $2,616 | $6,591-60.3% | $6,227-58.0% | $4,156-37.1% |
| Participant deferral / active EE | $9,928 | $9,614+3.3% | $9,135+8.7% | $6,407+55.0% |
| Admin fee / account holder | $561 | $17,308-96.8% | $16,298-96.6% | $12,270-95.4% |