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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 | $68,167 | $154,228-55.8% | $145,433-53.1% | $137,256-50.3% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 25.06% | 74.59%-49.5pp | 66.58%-41.5pp | 220.34%-195.3pp |
| Employer contribution / active EE | $7,503 | $4,804+56.2% | $4,554+64.7% | $4,156+80.5% |
| Participant deferral / active EE | $6,325 | $8,216-23.0% | $7,897-19.9% | $6,407-1.3% |
| Admin fee / account holder | $696 | $14,344-95.1% | $13,129-94.7% | $12,270-94.3% |