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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 | $116,951 | $154,228-24.2% | $145,433-19.6% | $137,256-14.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 17.59% | 74.59%-57.0pp | 66.58%-49.0pp | 220.34%-202.8pp |
| Employer contribution / active EE | $4,590 | $4,804-4.5% | $4,554+0.8% | $4,156+10.4% |
| Participant deferral / active EE | $8,515 | $8,216+3.6% | $7,897+7.8% | $6,407+32.9% |
| Admin fee / account holder | $421 | $14,344-97.1% | $13,129-96.8% | $12,270-96.6% |