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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 | $124,346 | $156,398-20.5% | $147,318-15.6% | $138,895-10.5% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 49.38% | 78.75%-29.4pp | 70.43%-21.0pp | 145.39%-96.0pp |
| Employer contribution / active EE | $3,796 | $4,853-21.8% | $4,593-17.4% | $4,194-9.5% |
| Participant deferral / active EE | $8,337 | $8,237+1.2% | $7,906+5.4% | $6,396+30.3% |
| Admin fee / account holder | $532 | $14,976-96.4% | $13,708-96.1% | $12,562-95.8% |