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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 | $108,756 | $157,296-30.9% | $141,191-23.0% | $152,897-28.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 31.61% | 64.34%-32.7pp | 71.41%-39.8pp | 345.43%-313.8pp |
| Employer contribution / active EE | $5,198 | $5,262-1.2% | $4,736+9.8% | $4,764+9.1% |
| Participant deferral / active EE | $11,825 | $7,111+66.3% | $6,710+76.2% | $5,851+102.1% |
| Admin fee / account holder | $912 | $12,125-92.5% | $10,264-91.1% | $11,599-92.1% |