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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 | $125,031 | $162,136-22.9% | $152,301-17.9% | $154,746-19.2% |
| Participation rate | 77.8% | 84.1%-6.3pp | 82.4%-4.7pp | 80.7%-2.9pp |
| Annual return | 16.03% | 91.02%-75.0pp | 80.50%-64.5pp | 172.34%-156.3pp |
| Employer contribution / active EE | $3,993 | $4,890-18.4% | $4,624-13.7% | $4,379-8.8% |
| Participant deferral / active EE | $9,440 | $8,341+13.2% | $8,004+17.9% | $6,730+40.3% |
| Admin fee / account holder | $1,893 | $15,759-88.0% | $14,398-86.8% | $14,365-86.8% |