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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 | $75,489 | $182,442-58.6% | $163,379-53.8% | $138,895-45.7% |
| Participation rate | 93.3% | 79.8%+13.6pp | 76.8%+16.5pp | 79.9%+13.4pp |
| Annual return | 11.61% | 72.74%-61.1pp | 63.41%-51.8pp | 145.39%-133.8pp |
| Employer contribution / active EE | $14,442 | $4,159+247.2% | $3,752+284.9% | $4,194+244.3% |
| Participant deferral / active EE | $24,130 | $6,817+254.0% | $6,282+284.1% | $6,396+277.3% |
| Admin fee / account holder | $25,490 | $10,396+145.2% | $9,818+159.6% | $12,562+102.9% |