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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 | $138,208 | $162,136-14.8% | $152,301-9.3% | $154,746-10.7% |
| Participation rate | 95.8% | 84.1%+11.7pp | 82.4%+13.4pp | 80.7%+15.1pp |
| Annual return | 19.18% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.2pp |
| Employer contribution / active EE | $5,693 | $4,890+16.4% | $4,624+23.1% | $4,379+30.0% |
| Participant deferral / active EE | $14,221 | $8,341+70.5% | $8,004+77.7% | $6,730+111.3% |
| Admin fee / account holder | $5,628 | $15,759-64.3% | $14,398-60.9% | $14,365-60.8% |