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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 | $53,543 | $178,174-69.9% | $156,181-65.7% | $137,256-61.0% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.8%+5.4pp | 80.0%+4.3pp |
| Annual return | 13.81% | 84.19%-70.4pp | 64.87%-51.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $6,323 | $4,972+27.2% | $4,294+47.3% | $4,156+52.2% |
| Participant deferral / active EE | $4,919 | $6,888-28.6% | $6,132-19.8% | $6,407-23.2% |
| Admin fee / account holder | $747 | $17,404-95.7% | $14,586-94.9% | $12,270-93.9% |