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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 | $83,596 | $154,228-45.8% | $145,433-42.5% | $137,256-39.1% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 16.04% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $5,114 | $4,804+6.5% | $4,554+12.3% | $4,156+23.1% |
| Participant deferral / active EE | $11,243 | $8,216+36.8% | $7,897+42.4% | $6,407+75.5% |
| Admin fee / account holder | $355 | $14,344-97.5% | $13,129-97.3% | $12,270-97.1% |