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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 | $69,864 | $156,398-55.3% | $147,318-52.6% | $138,895-49.7% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.7pp | 79.9%+13.8pp |
| Annual return | 16.73% | 78.75%-62.0pp | 70.43%-53.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $2,855 | $4,853-41.2% | $4,593-37.8% | $4,194-31.9% |
| Participant deferral / active EE | $10,282 | $8,237+24.8% | $7,906+30.1% | $6,396+60.8% |
| Admin fee / account holder | $5,917 | $14,976-60.5% | $13,708-56.8% | $12,562-52.9% |