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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 | $50,663 | $154,228-67.2% | $145,433-65.2% | $137,256-63.1% |
| Participation rate | 95.5% | 83.8%+11.7pp | 82.1%+13.3pp | 80.0%+15.5pp |
| Annual return | 24.95% | 74.59%-49.6pp | 66.58%-41.6pp | 220.34%-195.4pp |
| Employer contribution / active EE | $5,203 | $4,804+8.3% | $4,554+14.2% | $4,156+25.2% |
| Participant deferral / active EE | $14,749 | $8,216+79.5% | $7,897+86.8% | $6,407+130.2% |
| Admin fee / account holder | $903 | $14,344-93.7% | $13,129-93.1% | $12,270-92.6% |