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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 | $138,536 | $212,386-34.8% | $199,883-30.7% | $138,895-0.3% |
| Participation rate | 88.9% | 87.4%+1.5pp | 86.8%+2.1pp | 79.9%+9.0pp |
| Annual return | 19.20% | 47.75%-28.5pp | 43.81%-24.6pp | 145.39%-126.2pp |
| Employer contribution / active EE | $4,772 | $6,625-28.0% | $6,261-23.8% | $4,194+13.8% |
| Participant deferral / active EE | $7,797 | $9,617-18.9% | $9,138-14.7% | $6,396+21.9% |
| Admin fee / account holder | $1,444 | $18,233-92.1% | $17,268-91.6% | $12,562-88.5% |