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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 | $80,696 | $184,014-56.1% | $161,149-49.9% | $138,895-41.9% |
| Participation rate | 90.9% | 82.1%+8.8pp | 78.8%+12.1pp | 79.9%+11.0pp |
| Annual return | 11.44% | 21.52%-10.1pp | 21.16%-9.7pp | 145.39%-134.0pp |
| Employer contribution / active EE | $5,546 | $5,055+9.7% | $4,360+27.2% | $4,194+32.2% |
| Participant deferral / active EE | $12,378 | $6,909+79.1% | $6,153+101.2% | $6,396+93.5% |
| Admin fee / account holder | $30,926 | $18,027+71.6% | $15,194+103.5% | $12,562+146.2% |