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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 | $121,787 | $162,136-24.9% | $152,301-20.0% | $154,746-21.3% |
| Participation rate | 84.6% | 84.1%+0.5pp | 82.4%+2.2pp | 80.7%+3.9pp |
| Annual return | 21.10% | 91.02%-69.9pp | 80.50%-59.4pp | 172.34%-151.2pp |
| Employer contribution / active EE | $4,138 | $4,890-15.4% | $4,624-10.5% | $4,379-5.5% |
| Participant deferral / active EE | $9,810 | $8,341+17.6% | $8,004+22.6% | $6,730+45.8% |
| Admin fee / account holder | $18,548 | $15,759+17.7% | $14,398+28.8% | $14,365+29.1% |