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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 | $128,738 | $154,228-16.5% | $145,433-11.5% | $137,256-6.2% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 30.47% | 74.59%-44.1pp | 66.58%-36.1pp | 220.34%-189.9pp |
| Employer contribution / active EE | $25,479 | $4,804+430.4% | $4,554+459.4% | $4,156+513.1% |
| Participant deferral / active EE | $17,929 | $8,216+118.2% | $7,897+127.0% | $6,407+179.8% |
| Admin fee / account holder | $1,393 | $14,344-90.3% | $13,129-89.4% | $12,270-88.6% |