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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 | $90,980 | $156,398-41.8% | $147,318-38.2% | $138,895-34.5% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 16.92% | 78.75%-61.8pp | 70.43%-53.5pp | 145.39%-128.5pp |
| Employer contribution / active EE | $2,074 | $4,853-57.3% | $4,593-54.9% | $4,194-50.6% |
| Participant deferral / active EE | $10,182 | $8,237+23.6% | $7,906+28.8% | $6,396+59.2% |
| Admin fee / account holder | $14,805 | $14,976-1.1% | $13,708+8.0% | $12,562+17.9% |