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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 | $76,691 | $172,111-55.4% | $150,298-49.0% | $137,256-44.1% |
| Participation rate | 83.3% | 81.7%+1.6pp | 77.8%+5.6pp | 80.0%+3.4pp |
| Annual return | 17.44% | 69.37%-51.9pp | 62.79%-45.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,899 | $4,636+5.7% | $4,154+17.9% | $4,156+17.9% |
| Participant deferral / active EE | $4,110 | $6,166-33.3% | $5,453-24.6% | $6,407-35.8% |
| Admin fee / account holder | $16,503 | $16,471+0.2% | $14,116+16.9% | $12,270+34.5% |