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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 | $97,730 | $178,174-45.1% | $156,181-37.4% | $137,256-28.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 14.70% | 84.19%-69.5pp | 64.87%-50.2pp | 220.34%-205.6pp |
| Employer contribution / active EE | $7,168 | $4,972+44.2% | $4,294+66.9% | $4,156+72.5% |
| Participant deferral / active EE | $3,778 | $6,888-45.1% | $6,132-38.4% | $6,407-41.0% |
| Admin fee / account holder | $1,584 | $17,404-90.9% | $14,586-89.1% | $12,270-87.1% |