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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 | $78,856 | $156,398-49.6% | $147,318-46.5% | $138,895-43.2% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 20.25% | 78.75%-58.5pp | 70.43%-50.2pp | 145.39%-125.1pp |
| Employer contribution / active EE | $3,796 | $4,853-21.8% | $4,593-17.3% | $4,194-9.5% |
| Participant deferral / active EE | $6,898 | $8,237-16.3% | $7,906-12.8% | $6,396+7.8% |
| Admin fee / account holder | $2,229 | $14,976-85.1% | $13,708-83.7% | $12,562-82.3% |