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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 | $78,748 | $174,379-54.8% | $152,093-48.2% | $138,895-43.3% |
| Participation rate | 88.2% | 81.6%+6.6pp | 77.8%+10.5pp | 79.9%+8.3pp |
| Annual return | 15.65% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $5,655 | $4,652+21.6% | $4,175+35.5% | $4,194+34.8% |
| Participant deferral / active EE | $4,806 | $6,159-22.0% | $5,451-11.8% | $6,396-24.9% |
| Admin fee / account holder | $1,576 | $16,880-90.7% | $14,497-89.1% | $12,562-87.5% |