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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 | $227,291-48.7% | $214,702-45.6% | $155,188-24.8% |
| Participation rate | 88.9% | 88.0%+0.9pp | 87.5%+1.4pp | 80.8%+8.1pp |
| Annual return | 12.60% | 60.08%-47.5pp | 54.55%-42.0pp | 148.84%-136.2pp |
| Employer contribution / active EE | $3,245 | $6,772-52.1% | $6,461-49.8% | $4,248-23.6% |
| Participant deferral / active EE | $3,953 | $9,582-58.7% | $9,147-56.8% | $6,531-39.5% |
| Admin fee / account holder | $4,039 | $20,413-80.2% | $19,830-79.6% | $14,480-72.1% |