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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 | $80,921 | $154,228-47.5% | $145,433-44.4% | $137,256-41.0% |
| Participation rate | 71.4% | 83.8%-12.4pp | 82.1%-10.7pp | 80.0%-8.5pp |
| Annual return | 16.75% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $4,204 | $4,804-12.5% | $4,554-7.7% | $4,156+1.1% |
| Participant deferral / active EE | $7,719 | $8,216-6.1% | $7,897-2.3% | $6,407+20.5% |
| Admin fee / account holder | $15,951 | $14,344+11.2% | $13,129+21.5% | $12,270+30.0% |