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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 | $70,038 | $184,014-61.9% | $161,149-56.5% | $138,895-49.6% |
| Participation rate | 84.6% | 82.1%+2.5pp | 78.8%+5.8pp | 79.9%+4.7pp |
| Annual return | 18.61% | 21.52%-2.9pp | 21.16%-2.6pp | 145.39%-126.8pp |
| Employer contribution / active EE | $4,840 | $5,055-4.3% | $4,360+11.0% | $4,194+15.4% |
| Participant deferral / active EE | $11,442 | $6,909+65.6% | $6,153+86.0% | $6,396+78.9% |
| Admin fee / account holder | $20,771 | $18,027+15.2% | $15,194+36.7% | $12,562+65.3% |