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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 | $63,738 | $154,228-58.7% | $145,433-56.2% | $137,256-53.6% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 80.0%+7.5pp |
| Annual return | 20.50% | 74.59%-54.1pp | 66.58%-46.1pp | 220.34%-199.8pp |
| Employer contribution / active EE | $4,940 | $4,804+2.8% | $4,554+8.5% | $4,156+18.9% |
| Participant deferral / active EE | $9,699 | $8,216+18.0% | $7,897+22.8% | $6,407+51.4% |
| Admin fee / account holder | $1,135 | $14,344-92.1% | $13,129-91.4% | $12,270-90.8% |