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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 | $52,432 | $172,111-69.5% | $150,298-65.1% | $137,256-61.8% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 15.60% | 69.37%-53.8pp | 62.79%-47.2pp | 220.34%-204.7pp |
| Employer contribution / active EE | $4,323 | $4,636-6.8% | $4,154+4.1% | $4,156+4.0% |
| Participant deferral / active EE | $5,014 | $6,166-18.7% | $5,453-8.1% | $6,407-21.7% |
| Admin fee / account holder | $902 | $16,471-94.5% | $14,116-93.6% | $12,270-92.7% |