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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 | $108,966 | $154,228-29.3% | $145,433-25.1% | $137,256-20.6% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.94% | 74.59%-57.7pp | 66.58%-49.6pp | 220.34%-203.4pp |
| Employer contribution / active EE | $2,417 | $4,804-49.7% | $4,554-46.9% | $4,156-41.8% |
| Participant deferral / active EE | $10,518 | $8,216+28.0% | $7,897+33.2% | $6,407+64.2% |
| Admin fee / account holder | $331 | $14,344-97.7% | $13,129-97.5% | $12,270-97.3% |