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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 | $81,790 | $172,111-52.5% | $150,298-45.6% | $137,256-40.4% |
| Participation rate | 95.5% | 81.7%+13.7pp | 77.8%+17.7pp | 80.0%+15.5pp |
| Annual return | 26.23% | 69.37%-43.1pp | 62.79%-36.6pp | 220.34%-194.1pp |
| Employer contribution / active EE | $3,208 | $4,636-30.8% | $4,154-22.8% | $4,156-22.8% |
| Participant deferral / active EE | $4,332 | $6,166-29.7% | $5,453-20.6% | $6,407-32.4% |
| Admin fee / account holder | $12,552 | $16,471-23.8% | $14,116-11.1% | $12,270+2.3% |