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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 | $126,723 | $174,379-27.3% | $152,093-16.7% | $138,895-8.8% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 18.40% | 74.86%-56.5pp | 66.36%-48.0pp | 145.39%-127.0pp |
| Employer contribution / active EE | $1,005 | $4,652-78.4% | $4,175-75.9% | $4,194-76.0% |
| Participant deferral / active EE | $7,455 | $6,159+21.0% | $5,451+36.8% | $6,396+16.6% |
| Admin fee / account holder | $805 | $16,880-95.2% | $14,497-94.5% | $12,562-93.6% |