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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 | $97,585 | $154,228-36.7% | $145,433-32.9% | $137,256-28.9% |
| Participation rate | 81.8% | 83.8%-2.0pp | 82.1%-0.3pp | 80.0%+1.9pp |
| Annual return | 14.78% | 74.59%-59.8pp | 66.58%-51.8pp | 220.34%-205.6pp |
| Employer contribution / active EE | $6,366 | $4,804+32.5% | $4,554+39.8% | $4,156+53.2% |
| Participant deferral / active EE | $4,137 | $8,216-49.7% | $7,897-47.6% | $6,407-35.4% |
| Admin fee / account holder | $1,505 | $14,344-89.5% | $13,129-88.5% | $12,270-87.7% |