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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 | $45,375 | $156,398-71.0% | $147,318-69.2% | $138,895-67.3% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 19.43% | 78.75%-59.3pp | 70.43%-51.0pp | 145.39%-126.0pp |
| Employer contribution / active EE | $4,262 | $4,853-12.2% | $4,593-7.2% | $4,194+1.6% |
| Participant deferral / active EE | $11,018 | $8,237+33.8% | $7,906+39.4% | $6,396+72.3% |
| Admin fee / account holder | $415 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |