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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 | $155,555-53.0% | $146,866-50.2% | $155,188-52.9% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.5%-3.9pp | 80.8%-2.2pp |
| Annual return | 16.20% | 115.41%-99.2pp | 102.85%-86.7pp | 148.84%-132.6pp |
| Employer contribution / active EE | $5,698 | $4,647+22.6% | $4,425+28.8% | $4,248+34.1% |
| Participant deferral / active EE | $13,966 | $8,044+73.6% | $7,759+80.0% | $6,531+113.8% |
| Admin fee / account holder | $28,559 | $14,755+93.6% | $13,620+109.7% | $14,480+97.2% |