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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 | $92,921 | $165,399-43.8% | $149,745-37.9% | $158,982-41.6% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 24.58% | 348.34%-323.8pp | 276.72%-252.1pp | 302.99%-278.4pp |
| Employer contribution / active EE | $5,244 | $5,105+2.7% | $4,646+12.9% | $4,763+10.1% |
| Participant deferral / active EE | $11,751 | $7,183+63.6% | $6,843+71.7% | $5,983+96.4% |
| Admin fee / account holder | $10,482 | $10,811-3.0% | $9,312+12.6% | $11,252-6.8% |