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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 | $154,228-67.5% | $145,433-65.6% | $137,256-63.5% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 24.69% | 74.59%-49.9pp | 66.58%-41.9pp | 220.34%-195.6pp |
| Employer contribution / active EE | $6,770 | $4,804+40.9% | $4,554+48.6% | $4,156+62.9% |
| Participant deferral / active EE | $17,429 | $8,216+112.1% | $7,897+120.7% | $6,407+172.0% |
| Admin fee / account holder | $22,544 | $14,344+57.2% | $13,129+71.7% | $12,270+83.7% |