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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 | $67,155 | $174,379-61.5% | $152,093-55.8% | $138,895-51.7% |
| Participation rate | 92.3% | 81.6%+10.7pp | 77.8%+14.5pp | 79.9%+12.4pp |
| Annual return | 15.88% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $1,313 | $4,652-71.8% | $4,175-68.5% | $4,194-68.7% |
| Participant deferral / active EE | $3,810 | $6,159-38.1% | $5,451-30.1% | $6,396-40.4% |
| Admin fee / account holder | $18,095 | $16,880+7.2% | $14,497+24.8% | $12,562+44.0% |