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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 | $95,959 | $154,228-37.8% | $145,433-34.0% | $137,256-30.1% |
| Participation rate | 89.5% | 83.8%+5.7pp | 82.1%+7.4pp | 80.0%+9.5pp |
| Annual return | 21.47% | 74.59%-53.1pp | 66.58%-45.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $2,400 | $4,804-50.0% | $4,554-47.3% | $4,156-42.2% |
| Participant deferral / active EE | $6,527 | $8,216-20.6% | $7,897-17.4% | $6,407+1.9% |
| Admin fee / account holder | $1,997 | $14,344-86.1% | $13,129-84.8% | $12,270-83.7% |