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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 | $80,825 | $154,228-47.6% | $145,433-44.4% | $137,256-41.1% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.03% | 74.59%-58.6pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $7,099 | $4,804+47.8% | $4,554+55.9% | $4,156+70.8% |
| Participant deferral / active EE | $15,100 | $8,216+83.8% | $7,897+91.2% | $6,407+135.7% |
| Admin fee / account holder | $3,994 | $14,344-72.2% | $13,129-69.6% | $12,270-67.4% |