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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 | $50,930 | $156,398-67.4% | $147,318-65.4% | $138,895-63.3% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 19.66% | 78.75%-59.1pp | 70.43%-50.8pp | 145.39%-125.7pp |
| Employer contribution / active EE | $3,334 | $4,853-31.3% | $4,593-27.4% | $4,194-20.5% |
| Participant deferral / active EE | $12,833 | $8,237+55.8% | $7,906+62.3% | $6,396+100.6% |
| Admin fee / account holder | $16,021 | $14,976+7.0% | $13,708+16.9% | $12,562+27.5% |