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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 | $68,834 | $154,228-55.4% | $145,433-52.7% | $137,256-49.8% |
| Participation rate | 80.0% | 83.8%-3.8pp | 82.1%-2.1pp | 80.0%0pp |
| Annual return | 20.01% | 74.59%-54.6pp | 66.58%-46.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $4,840 | $4,804+0.7% | $4,554+6.3% | $4,156+16.4% |
| Participant deferral / active EE | $8,568 | $8,216+4.3% | $7,897+8.5% | $6,407+33.7% |
| Admin fee / account holder | $594 | $14,344-95.9% | $13,129-95.5% | $12,270-95.2% |