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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 | $83,959 | $162,136-48.2% | $152,301-44.9% | $154,746-45.7% |
| Participation rate | 93.3% | 84.1%+9.2pp | 82.4%+10.9pp | 80.7%+12.6pp |
| Annual return | 22.55% | 91.02%-68.5pp | 80.50%-57.9pp | 172.34%-149.8pp |
| Employer contribution / active EE | $6,290 | $4,890+28.6% | $4,624+36.0% | $4,379+43.6% |
| Participant deferral / active EE | $4,312 | $8,341-48.3% | $8,004-46.1% | $6,730-35.9% |
| Admin fee / account holder | $466 | $15,759-97.0% | $14,398-96.8% | $14,365-96.8% |