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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 | $162,136-32.0% | $152,301-27.6% | $154,746-28.8% |
| Participation rate | 93.8% | 84.1%+9.6pp | 82.4%+11.3pp | 80.7%+13.0pp |
| Annual return | 15.12% | 91.02%-75.9pp | 80.50%-65.4pp | 172.34%-157.2pp |
| Employer contribution / active EE | $3,316 | $4,890-32.2% | $4,624-28.3% | $4,379-24.3% |
| Participant deferral / active EE | $6,615 | $8,341-20.7% | $8,004-17.4% | $6,730-1.7% |
| Admin fee / account holder | $7,568 | $15,759-52.0% | $14,398-47.4% | $14,365-47.3% |