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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 | $76,558 | $154,228-50.4% | $145,433-47.4% | $137,256-44.2% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 16.36% | 74.59%-58.2pp | 66.58%-50.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $2,828 | $4,804-41.1% | $4,554-37.9% | $4,156-31.9% |
| Participant deferral / active EE | $8,907 | $8,216+8.4% | $7,897+12.8% | $6,407+39.0% |
| Admin fee / account holder | $14,914 | $14,344+4.0% | $13,129+13.6% | $12,270+21.6% |