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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 | $50,071 | $155,555-67.8% | $146,866-65.9% | $155,188-67.7% |
| Participation rate | 83.3% | 84.0%-0.6pp | 82.5%+0.8pp | 80.8%+2.5pp |
| Annual return | 24.69% | 115.41%-90.7pp | 102.85%-78.2pp | 148.84%-124.1pp |
| Employer contribution / active EE | $6,770 | $4,647+45.7% | $4,425+53.0% | $4,248+59.4% |
| Participant deferral / active EE | $17,429 | $8,044+116.7% | $7,759+124.6% | $6,531+166.9% |
| Admin fee / account holder | $22,544 | $14,755+52.8% | $13,620+65.5% | $14,480+55.7% |