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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 | $64,012 | $156,398-59.1% | $147,318-56.5% | $138,895-53.9% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 17.56% | 78.75%-61.2pp | 70.43%-52.9pp | 145.39%-127.8pp |
| Employer contribution / active EE | $3,928 | $4,853-19.1% | $4,593-14.5% | $4,194-6.3% |
| Participant deferral / active EE | $10,701 | $8,237+29.9% | $7,906+35.4% | $6,396+67.3% |
| Admin fee / account holder | $23,219 | $14,976+55.0% | $13,708+69.4% | $12,562+84.8% |