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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 | $86,467 | $154,228-43.9% | $145,433-40.5% | $137,256-37.0% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 16.29% | 74.59%-58.3pp | 66.58%-50.3pp | 220.34%-204.1pp |
| Employer contribution / active EE | $7,281 | $4,804+51.6% | $4,554+59.9% | $4,156+75.2% |
| Participant deferral / active EE | $6,078 | $8,216-26.0% | $7,897-23.0% | $6,407-5.1% |
| Admin fee / account holder | $2,627 | $14,344-81.7% | $13,129-80.0% | $12,270-78.6% |