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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 | $66,693 | $156,398-57.4% | $147,318-54.7% | $138,895-52.0% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 13.24% | 78.75%-65.5pp | 70.43%-57.2pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,430 | $4,853-70.5% | $4,593-68.9% | $4,194-65.9% |
| Participant deferral / active EE | $8,032 | $8,237-2.5% | $7,906+1.6% | $6,396+25.6% |
| Admin fee / account holder | $24,253 | $14,976+61.9% | $13,708+76.9% | $12,562+93.1% |