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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 | $60,326 | $155,555-61.2% | $146,866-58.9% | $155,188-61.1% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.5%+13.1pp | 80.8%+14.8pp |
| Annual return | 21.92% | 115.41%-93.5pp | 102.85%-80.9pp | 148.84%-126.9pp |
| Employer contribution / active EE | $3,829 | $4,647-17.6% | $4,425-13.5% | $4,248-9.9% |
| Participant deferral / active EE | $10,004 | $8,044+24.4% | $7,759+28.9% | $6,531+53.2% |
| Admin fee / account holder | $2,109 | $14,755-85.7% | $13,620-84.5% | $14,480-85.4% |