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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 | $71,756 | $172,111-58.3% | $150,298-52.3% | $137,256-47.7% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | 16.65% | 69.37%-52.7pp | 62.79%-46.1pp | 220.34%-203.7pp |
| Employer contribution / active EE | $5,491 | $4,636+18.4% | $4,154+32.2% | $4,156+32.1% |
| Participant deferral / active EE | $5,744 | $6,166-6.8% | $5,453+5.3% | $6,407-10.3% |
| Admin fee / account holder | $16,812 | $16,471+2.1% | $14,116+19.1% | $12,270+37.0% |