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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 | $86,368 | $154,228-44.0% | $145,433-40.6% | $137,256-37.1% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 20.10% | 74.59%-54.5pp | 66.58%-46.5pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,620 | $4,804+17.0% | $4,554+23.4% | $4,156+35.2% |
| Participant deferral / active EE | $11,834 | $8,216+44.0% | $7,897+49.8% | $6,407+84.7% |
| Admin fee / account holder | $1,587 | $14,344-88.9% | $13,129-87.9% | $12,270-87.1% |