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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 | $88,597 | $154,228-42.6% | $145,433-39.1% | $137,256-35.5% |
| Participation rate | 86.4% | 83.8%+2.6pp | 82.1%+4.2pp | 80.0%+6.4pp |
| Annual return | 15.08% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.3pp |
| Employer contribution / active EE | $3,036 | $4,804-36.8% | $4,554-33.3% | $4,156-26.9% |
| Participant deferral / active EE | $6,131 | $8,216-25.4% | $7,897-22.4% | $6,407-4.3% |
| Admin fee / account holder | $14,490 | $14,344+1.0% | $13,129+10.4% | $12,270+18.1% |