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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 | $73,080 | $156,398-53.3% | $147,318-50.4% | $138,895-47.4% |
| Participation rate | 78.6% | 83.8%-5.2pp | 82.1%-3.5pp | 79.9%-1.3pp |
| Annual return | 16.20% | 78.75%-62.6pp | 70.43%-54.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $5,698 | $4,853+17.4% | $4,593+24.1% | $4,194+35.8% |
| Participant deferral / active EE | $13,966 | $8,237+69.5% | $7,906+76.6% | $6,396+118.3% |
| Admin fee / account holder | $28,559 | $14,976+90.7% | $13,708+108.3% | $12,562+127.3% |