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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 | $83,332 | $154,228-46.0% | $145,433-42.7% | $137,256-39.3% |
| Participation rate | 88.2% | 83.8%+4.4pp | 82.1%+6.1pp | 80.0%+8.3pp |
| Annual return | 85.76% | 74.59%+11.2pp | 66.58%+19.2pp | 220.34%-134.6pp |
| Employer contribution / active EE | $3,641 | $4,804-24.2% | $4,554-20.1% | $4,156-12.4% |
| Participant deferral / active EE | $8,257 | $8,216+0.5% | $7,897+4.6% | $6,407+28.9% |
| Admin fee / account holder | $3,196 | $14,344-77.7% | $13,129-75.7% | $12,270-74.0% |