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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 | $72,071 | $156,398-53.9% | $147,318-51.1% | $138,895-48.1% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.93% | 78.75%-62.8pp | 70.43%-54.5pp | 145.39%-129.5pp |
| Employer contribution / active EE | $4,650 | $4,853-4.2% | $4,593+1.3% | $4,194+10.9% |
| Participant deferral / active EE | $5,983 | $8,237-27.4% | $7,906-24.3% | $6,396-6.5% |
| Admin fee / account holder | $4,201 | $14,976-72.0% | $13,708-69.4% | $12,562-66.6% |