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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 | $65,199 | $156,398-58.3% | $147,318-55.7% | $138,895-53.1% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 18.20% | 78.75%-60.6pp | 70.43%-52.2pp | 145.39%-127.2pp |
| Employer contribution / active EE | $2,718 | $4,853-44.0% | $4,593-40.8% | $4,194-35.2% |
| Participant deferral / active EE | $7,702 | $8,237-6.5% | $7,906-2.6% | $6,396+20.4% |
| Admin fee / account holder | $591 | $14,976-96.1% | $13,708-95.7% | $12,562-95.3% |