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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 | $112,215 | $181,062-38.0% | $158,223-29.1% | $155,188-27.7% |
| Participation rate | 84.2% | 82.7%+1.6pp | 79.2%+5.0pp | 80.8%+3.4pp |
| Annual return | 21.13% | 57.39%-36.3pp | 52.09%-31.0pp | 148.84%-127.7pp |
| Employer contribution / active EE | $1,953 | $4,565-57.2% | $4,109-52.5% | $4,248-54.0% |
| Participant deferral / active EE | $2,864 | $6,134-53.3% | $5,467-47.6% | $6,531-56.2% |
| Admin fee / account holder | $2,239 | $18,825-88.1% | $16,047-86.0% | $14,480-84.5% |