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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 | $116,586 | $155,555-25.1% | $146,866-20.6% | $155,188-24.9% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 17.68% | 115.41%-97.7pp | 102.85%-85.2pp | 148.84%-131.2pp |
| Employer contribution / active EE | $1,995 | $4,647-57.1% | $4,425-54.9% | $4,248-53.0% |
| Participant deferral / active EE | $12,506 | $8,044+55.5% | $7,759+61.2% | $6,531+91.5% |
| Admin fee / account holder | $998 | $14,755-93.2% | $13,620-92.7% | $14,480-93.1% |