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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 | $68,337 | $156,398-56.3% | $147,318-53.6% | $138,895-50.8% |
| Participation rate | 90.0% | 83.8%+6.2pp | 82.1%+7.9pp | 79.9%+10.1pp |
| Annual return | 19.49% | 78.75%-59.3pp | 70.43%-50.9pp | 145.39%-125.9pp |
| Employer contribution / active EE | $5,028 | $4,853+3.6% | $4,593+9.5% | $4,194+19.9% |
| Participant deferral / active EE | $9,865 | $8,237+19.8% | $7,906+24.8% | $6,396+54.2% |
| Admin fee / account holder | $1,189 | $14,976-92.1% | $13,708-91.3% | $12,562-90.5% |