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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 | $96,063 | $162,136-40.8% | $152,301-36.9% | $154,746-37.9% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 20.46% | 91.02%-70.6pp | 80.50%-60.0pp | 172.34%-151.9pp |
| Employer contribution / active EE | $4,903 | $4,890+0.2% | $4,624+6.0% | $4,379+12.0% |
| Participant deferral / active EE | $8,063 | $8,341-3.3% | $8,004+0.7% | $6,730+19.8% |
| Admin fee / account holder | $816 | $15,759-94.8% | $14,398-94.3% | $14,365-94.3% |