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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 | $154,228-72.0% | $145,433-70.3% | $137,256-68.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 18.56% | 74.59%-56.0pp | 66.58%-48.0pp | 220.34%-201.8pp |
| Employer contribution / active EE | $4,357 | $4,804-9.3% | $4,554-4.3% | $4,156+4.8% |
| Participant deferral / active EE | $8,910 | $8,216+8.4% | $7,897+12.8% | $6,407+39.1% |
| Admin fee / account holder | $19,194 | $14,344+33.8% | $13,129+46.2% | $12,270+56.4% |