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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 | $125,911 | $156,398-19.5% | $147,318-14.5% | $138,895-9.3% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.4pp | 79.9%+14.5pp |
| Annual return | 17.12% | 78.75%-61.6pp | 70.43%-53.3pp | 145.39%-128.3pp |
| Employer contribution / active EE | $5,854 | $4,853+20.6% | $4,593+27.5% | $4,194+39.6% |
| Participant deferral / active EE | $4,825 | $8,237-41.4% | $7,906-39.0% | $6,396-24.6% |
| Admin fee / account holder | $2,502 | $14,976-83.3% | $13,708-81.8% | $12,562-80.1% |