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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 | $112,431 | $172,111-34.7% | $150,298-25.2% | $137,256-18.1% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 20.70% | 69.37%-48.7pp | 62.79%-42.1pp | 220.34%-199.6pp |
| Employer contribution / active EE | $4,233 | $4,636-8.7% | $4,154+1.9% | $4,156+1.8% |
| Participant deferral / active EE | $7,331 | $6,166+18.9% | $5,453+34.5% | $6,407+14.4% |
| Admin fee / account holder | $739 | $16,471-95.5% | $14,116-94.8% | $12,270-94.0% |