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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 | $84,434 | $154,228-45.3% | $145,433-41.9% | $137,256-38.5% |
| Participation rate | 94.4% | 83.8%+10.7pp | 82.1%+12.3pp | 80.0%+14.5pp |
| Annual return | 15.51% | 74.59%-59.1pp | 66.58%-51.1pp | 220.34%-204.8pp |
| Employer contribution / active EE | $10,438 | $4,804+117.3% | $4,554+129.2% | $4,156+151.2% |
| Participant deferral / active EE | $13,866 | $8,216+68.8% | $7,897+75.6% | $6,407+116.4% |
| Admin fee / account holder | $13,112 | $14,344-8.6% | $13,129-0.1% | $12,270+6.9% |