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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 | $91,933 | $156,398-41.2% | $147,318-37.6% | $138,895-33.8% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 20.89% | 78.75%-57.9pp | 70.43%-49.5pp | 145.39%-124.5pp |
| Employer contribution / active EE | $4,728 | $4,853-2.6% | $4,593+2.9% | $4,194+12.7% |
| Participant deferral / active EE | $10,732 | $8,237+30.3% | $7,906+35.7% | $6,396+67.8% |
| Admin fee / account holder | $1,817 | $14,976-87.9% | $13,708-86.7% | $12,562-85.5% |