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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 | $116,697 | $223,823-47.9% | $211,142-44.7% | $154,746-24.6% |
| Participation rate | 88.9% | 87.9%+1.0pp | 87.3%+1.6pp | 80.7%+8.2pp |
| Annual return | 12.60% | 50.39%-37.8pp | 46.84%-34.2pp | 172.34%-159.7pp |
| Employer contribution / active EE | $3,245 | $6,787-52.2% | $6,442-49.6% | $4,379-25.9% |
| Participant deferral / active EE | $3,953 | $9,750-59.5% | $9,284-57.4% | $6,730-41.3% |
| Admin fee / account holder | $4,039 | $19,707-79.5% | $19,076-78.8% | $14,365-71.9% |