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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 | $79,262 | $156,398-49.3% | $147,318-46.2% | $138,895-42.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 13.77% | 78.75%-65.0pp | 70.43%-56.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,533 | $4,853-47.8% | $4,593-44.9% | $4,194-39.6% |
| Participant deferral / active EE | $9,235 | $8,237+12.1% | $7,906+16.8% | $6,396+44.4% |
| Admin fee / account holder | $514 | $14,976-96.6% | $13,708-96.3% | $12,562-95.9% |