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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 | $116,091 | $213,785-45.7% | $185,441-37.4% | $155,188-25.2% |
| Participation rate | 88.2% | 83.2%+5.0pp | 80.3%+8.0pp | 80.8%+7.4pp |
| Annual return | 24.90% | 19.97%+4.9pp | 20.16%+4.7pp | 148.84%-123.9pp |
| Employer contribution / active EE | $2,835 | $5,393-47.4% | $4,672-39.3% | $4,248-33.3% |
| Participant deferral / active EE | $5,974 | $6,864-13.0% | $6,152-2.9% | $6,531-8.5% |
| Admin fee / account holder | $849 | $21,134-96.0% | $17,890-95.3% | $14,480-94.1% |