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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 | $48,832 | $156,398-68.8% | $147,318-66.9% | $138,895-64.8% |
| Participation rate | 87.0% | 83.8%+3.2pp | 82.1%+4.9pp | 79.9%+7.0pp |
| Annual return | 16.18% | 78.75%-62.6pp | 70.43%-54.3pp | 145.39%-129.2pp |
| Employer contribution / active EE | $1,382 | $4,853-71.5% | $4,593-69.9% | $4,194-67.0% |
| Participant deferral / active EE | $8,827 | $8,237+7.2% | $7,906+11.6% | $6,396+38.0% |
| Admin fee / account holder | $13,986 | $14,976-6.6% | $13,708+2.0% | $12,562+11.3% |