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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 | $60,464 | $156,398-61.3% | $147,318-59.0% | $138,895-56.5% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 20.15% | 78.75%-58.6pp | 70.43%-50.3pp | 145.39%-125.2pp |
| Employer contribution / active EE | $4,072 | $4,853-16.1% | $4,593-11.3% | $4,194-2.9% |
| Participant deferral / active EE | $6,708 | $8,237-18.6% | $7,906-15.2% | $6,396+4.9% |
| Admin fee / account holder | $3,182 | $14,976-78.8% | $13,708-76.8% | $12,562-74.7% |