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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 | $89,430 | $156,398-42.8% | $147,318-39.3% | $138,895-35.6% |
| Participation rate | 95.7% | 83.8%+11.9pp | 82.1%+13.6pp | 79.9%+15.7pp |
| Annual return | 18.70% | 78.75%-60.0pp | 70.43%-51.7pp | 145.39%-126.7pp |
| Employer contribution / active EE | $4,679 | $4,853-3.6% | $4,593+1.9% | $4,194+11.6% |
| Participant deferral / active EE | $9,224 | $8,237+12.0% | $7,906+16.7% | $6,396+44.2% |
| Admin fee / account holder | $2,860 | $14,976-80.9% | $13,708-79.1% | $12,562-77.2% |