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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 | $43,246 | $162,136-73.3% | $152,301-71.6% | $154,746-72.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 18.56% | 91.02%-72.5pp | 80.50%-61.9pp | 172.34%-153.8pp |
| Employer contribution / active EE | $4,357 | $4,890-10.9% | $4,624-5.8% | $4,379-0.5% |
| Participant deferral / active EE | $8,910 | $8,341+6.8% | $8,004+11.3% | $6,730+32.4% |
| Admin fee / account holder | $19,194 | $15,759+21.8% | $14,398+33.3% | $14,365+33.6% |