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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 | $87,759 | $154,228-43.1% | $145,433-39.7% | $137,256-36.1% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 26.17% | 74.59%-48.4pp | 66.58%-40.4pp | 220.34%-194.2pp |
| Employer contribution / active EE | $4,838 | $4,804+0.7% | $4,554+6.2% | $4,156+16.4% |
| Participant deferral / active EE | $8,097 | $8,216-1.5% | $7,897+2.5% | $6,407+26.4% |
| Admin fee / account holder | $13,128 | $14,344-8.5% | $13,1290% | $12,270+7.0% |