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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 | $125,494 | $165,381-24.1% | $149,730-16.2% | $158,966-21.1% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 25.59% | 348.29%-322.7pp | 276.70%-251.1pp | 302.95%-277.4pp |
| Employer contribution / active EE | $1,732 | $5,104-66.1% | $4,645-62.7% | $4,762-63.6% |
| Participant deferral / active EE | $7,216 | $7,182+0.5% | $6,843+5.5% | $5,983+20.6% |
| Admin fee / account holder | $3,385 | $10,809-68.7% | $9,310-63.6% | $11,250-69.9% |