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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 | $174,379-58.9% | $152,093-52.8% | $138,895-48.3% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 16.65% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $5,491 | $4,652+18.0% | $4,175+31.5% | $4,194+30.9% |
| Participant deferral / active EE | $5,744 | $6,159-6.7% | $5,451+5.4% | $6,396-10.2% |
| Admin fee / account holder | $16,812 | $16,880-0.4% | $14,497+16.0% | $12,562+33.8% |