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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 | $66,956 | $154,228-56.6% | $145,433-54.0% | $137,256-51.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 12.46% | 74.59%-62.1pp | 66.58%-54.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $6,072 | $4,804+26.4% | $4,554+33.3% | $4,156+46.1% |
| Participant deferral / active EE | $10,434 | $8,216+27.0% | $7,897+32.1% | $6,407+62.9% |
| Admin fee / account holder | $30,369 | $14,344+111.7% | $13,129+131.3% | $12,270+147.5% |