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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 | $154,228-37.7% | $145,433-33.9% | $137,256-30.0% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 20.46% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.9pp |
| Employer contribution / active EE | $4,903 | $4,804+2.1% | $4,554+7.6% | $4,156+18.0% |
| Participant deferral / active EE | $8,063 | $8,216-1.9% | $7,897+2.1% | $6,407+25.9% |
| Admin fee / account holder | $816 | $14,344-94.3% | $13,129-93.8% | $12,270-93.4% |