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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 | $141,185 | $162,136-12.9% | $152,301-7.3% | $154,746-8.8% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 19.25% | 91.02%-71.8pp | 80.50%-61.3pp | 172.34%-153.1pp |
| Employer contribution / active EE | $2,968 | $4,890-39.3% | $4,624-35.8% | $4,379-32.2% |
| Participant deferral / active EE | $4,994 | $8,341-40.1% | $8,004-37.6% | $6,730-25.8% |
| Admin fee / account holder | $869 | $15,759-94.5% | $14,398-94.0% | $14,365-94.0% |