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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 | $50,821 | $154,228-67.0% | $145,433-65.1% | $137,256-63.0% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 18.10% | 74.59%-56.5pp | 66.58%-48.5pp | 220.34%-202.2pp |
| Employer contribution / active EE | $8,397 | $4,804+74.8% | $4,554+84.4% | $4,156+102.0% |
| Participant deferral / active EE | $3,989 | $8,216-51.5% | $7,897-49.5% | $6,407-37.7% |
| Admin fee / account holder | $494 | $14,344-96.6% | $13,129-96.2% | $12,270-96.0% |