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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 | $84,850 | $174,379-51.3% | $152,093-44.2% | $138,895-38.9% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 20.28% | 74.86%-54.6pp | 66.36%-46.1pp | 145.39%-125.1pp |
| Employer contribution / active EE | $7,180 | $4,652+54.3% | $4,175+72.0% | $4,194+71.2% |
| Participant deferral / active EE | $7,913 | $6,159+28.5% | $5,451+45.2% | $6,396+23.7% |
| Admin fee / account holder | $2,432 | $16,880-85.6% | $14,497-83.2% | $12,562-80.6% |