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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 | $70,848 | $156,398-54.7% | $147,318-51.9% | $138,895-49.0% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 18.91% | 78.75%-59.8pp | 70.43%-51.5pp | 145.39%-126.5pp |
| Employer contribution / active EE | $5,482 | $4,853+13.0% | $4,593+19.4% | $4,194+30.7% |
| Participant deferral / active EE | $12,504 | $8,237+51.8% | $7,906+58.1% | $6,396+95.5% |
| Admin fee / account holder | $7,658 | $14,976-48.9% | $13,708-44.1% | $12,562-39.0% |