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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 | $72,595 | $154,228-52.9% | $145,433-50.1% | $137,256-47.1% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 14.04% | 74.59%-60.6pp | 66.58%-52.5pp | 220.34%-206.3pp |
| Employer contribution / active EE | $10,658 | $4,804+121.9% | $4,554+134.0% | $4,156+156.5% |
| Participant deferral / active EE | $12,793 | $8,216+55.7% | $7,897+62.0% | $6,407+99.7% |
| Admin fee / account holder | $84,155 | $14,344+486.7% | $13,129+541.0% | $12,270+585.8% |