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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 | $80,170 | $154,228-48.0% | $145,433-44.9% | $137,256-41.6% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.97% | 74.59%-60.6pp | 66.58%-52.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,277 | $4,804-11.0% | $4,554-6.1% | $4,156+2.9% |
| Participant deferral / active EE | $5,597 | $8,216-31.9% | $7,897-29.1% | $6,407-12.6% |
| Admin fee / account holder | $11,373 | $14,344-20.7% | $13,129-13.4% | $12,270-7.3% |