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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 | $106,338 | $199,109-46.6% | $173,730-38.8% | $154,746-31.3% |
| Participation rate | 95.7% | 82.8%+12.8pp | 79.6%+16.1pp | 80.7%+15.0pp |
| Annual return | 10.40% | 20.02%-9.6pp | 19.96%-9.6pp | 172.34%-161.9pp |
| Employer contribution / active EE | $2,707 | $5,311-49.0% | $4,577-40.9% | $4,379-38.2% |
| Participant deferral / active EE | $3,637 | $7,113-48.9% | $6,326-42.5% | $6,730-46.0% |
| Admin fee / account holder | $3,767 | $20,916-82.0% | $17,523-78.5% | $14,365-73.8% |