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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 | $223,823-38.1% | $211,142-34.4% | $154,746-10.5% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 19.20% | 50.39%-31.2pp | 46.84%-27.6pp | 172.34%-153.1pp |
| Employer contribution / active EE | $4,772 | $6,787-29.7% | $6,442-25.9% | $4,379+9.0% |
| Participant deferral / active EE | $7,797 | $9,750-20.0% | $9,284-16.0% | $6,730+15.9% |
| Admin fee / account holder | $1,444 | $19,707-92.7% | $19,076-92.4% | $14,365-89.9% |