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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 | $62,899 | $155,555-59.6% | $146,866-57.2% | $155,188-59.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.5%+12.5pp | 80.8%+14.2pp |
| Annual return | 24.44% | 115.41%-91.0pp | 102.85%-78.4pp | 148.84%-124.4pp |
| Employer contribution / active EE | $4,848 | $4,647+4.3% | $4,425+9.6% | $4,248+14.1% |
| Participant deferral / active EE | $12,511 | $8,044+55.5% | $7,759+61.2% | $6,531+91.6% |
| Admin fee / account holder | $12,530 | $14,755-15.1% | $13,620-8.0% | $14,480-13.5% |