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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 | $110,255 | $154,228-28.5% | $145,433-24.2% | $137,256-19.7% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 15.12% | 74.59%-59.5pp | 66.58%-51.5pp | 220.34%-205.2pp |
| Employer contribution / active EE | $3,316 | $4,804-31.0% | $4,554-27.2% | $4,156-20.2% |
| Participant deferral / active EE | $6,615 | $8,216-19.5% | $7,897-16.2% | $6,407+3.2% |
| Admin fee / account holder | $7,568 | $14,344-47.2% | $13,129-42.4% | $12,270-38.3% |