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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 | $57,744 | $156,398-63.1% | $147,318-60.8% | $138,895-58.4% |
| Participation rate | 93.3% | 83.8%+9.6pp | 82.1%+11.3pp | 79.9%+13.4pp |
| Annual return | 22.18% | 78.75%-56.6pp | 70.43%-48.3pp | 145.39%-123.2pp |
| Employer contribution / active EE | $6,046 | $4,853+24.6% | $4,593+31.6% | $4,194+44.1% |
| Participant deferral / active EE | $10,585 | $8,237+28.5% | $7,906+33.9% | $6,396+65.5% |
| Admin fee / account holder | $6,226 | $14,976-58.4% | $13,708-54.6% | $12,562-50.4% |