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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 | $88,687 | $148,582-40.3% | $135,942-34.8% | $139,456-36.4% |
| Participation rate | 83.3% | 83.9%-0.5pp | 81.9%+1.4pp | 80.3%+3.0pp |
| Annual return | 15.19% | 79.26%-64.1pp | 68.28%-53.1pp | 373.45%-358.3pp |
| Employer contribution / active EE | $3,540 | $5,245-32.5% | $4,858-27.1% | $4,753-25.5% |
| Participant deferral / active EE | $8,745 | $8,101+7.9% | $7,759+12.7% | $6,711+30.3% |
| Admin fee / account holder | $841 | $12,402-93.2% | $10,764-92.2% | $11,407-92.6% |