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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 | $105,900 | $174,379-39.3% | $152,093-30.4% | $138,895-23.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 16.70% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,937 | $4,652-58.4% | $4,175-53.6% | $4,194-53.8% |
| Participant deferral / active EE | $6,441 | $6,159+4.6% | $5,451+18.2% | $6,396+0.7% |
| Admin fee / account holder | $915 | $16,880-94.6% | $14,497-93.7% | $12,562-92.7% |