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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 | $75,939 | $154,228-50.8% | $145,433-47.8% | $137,256-44.7% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 80.0%-1.4pp |
| Annual return | 14.66% | 74.59%-59.9pp | 66.58%-51.9pp | 220.34%-205.7pp |
| Employer contribution / active EE | $5,540 | $4,804+15.3% | $4,554+21.6% | $4,156+33.3% |
| Participant deferral / active EE | $9,946 | $8,216+21.0% | $7,897+25.9% | $6,407+55.2% |
| Admin fee / account holder | $8,998 | $14,344-37.3% | $13,129-31.5% | $12,270-26.7% |