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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 | $96,526 | $156,398-38.3% | $147,318-34.5% | $138,895-30.5% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 17.62% | 78.75%-61.1pp | 70.43%-52.8pp | 145.39%-127.8pp |
| Employer contribution / active EE | $14,061 | $4,853+189.7% | $4,593+206.2% | $4,194+235.3% |
| Participant deferral / active EE | $36,347 | $8,237+341.2% | $7,906+359.7% | $6,396+468.3% |
| Admin fee / account holder | $17,490 | $14,976+16.8% | $13,708+27.6% | $12,562+39.2% |