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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 | $47,025 | $174,379-73.0% | $152,093-69.1% | $138,895-66.1% |
| Participation rate | 93.3% | 81.6%+11.7pp | 77.8%+15.6pp | 79.9%+13.4pp |
| Annual return | 18.82% | 74.86%-56.0pp | 66.36%-47.5pp | 145.39%-126.6pp |
| Employer contribution / active EE | $4,921 | $4,652+5.8% | $4,175+17.9% | $4,194+17.3% |
| Participant deferral / active EE | $10,045 | $6,159+63.1% | $5,451+84.3% | $6,396+57.1% |
| Admin fee / account holder | $5,394 | $16,880-68.0% | $14,497-62.8% | $12,562-57.1% |