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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 | $76,165 | $154,228-50.6% | $145,433-47.6% | $137,256-44.5% |
| Participation rate | 92.3% | 83.8%+8.5pp | 82.1%+10.2pp | 80.0%+12.3pp |
| Annual return | 19.62% | 74.59%-55.0pp | 66.58%-47.0pp | 220.34%-200.7pp |
| Employer contribution / active EE | $2,977 | $4,804-38.0% | $4,554-34.6% | $4,156-28.4% |
| Participant deferral / active EE | $14,668 | $8,216+78.5% | $7,897+85.7% | $6,407+128.9% |
| Admin fee / account holder | $620 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |