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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 | $70,637 | $154,228-54.2% | $145,433-51.4% | $137,256-48.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 19.74% | 74.59%-54.9pp | 66.58%-46.8pp | 220.34%-200.6pp |
| Employer contribution / active EE | $3,618 | $4,804-24.7% | $4,554-20.6% | $4,156-12.9% |
| Participant deferral / active EE | $6,925 | $8,216-15.7% | $7,897-12.3% | $6,407+8.1% |
| Admin fee / account holder | $1,955 | $14,344-86.4% | $13,129-85.1% | $12,270-84.1% |