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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 | $109,988 | $172,111-36.1% | $150,298-26.8% | $137,256-19.9% |
| Participation rate | 88.2% | 81.7%+6.5pp | 77.8%+10.5pp | 80.0%+8.3pp |
| Annual return | 11.71% | 69.37%-57.7pp | 62.79%-51.1pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,914 | $4,636-37.2% | $4,154-29.9% | $4,156-29.9% |
| Participant deferral / active EE | $3,839 | $6,166-37.7% | $5,453-29.6% | $6,407-40.1% |
| Admin fee / account holder | $10,003 | $16,471-39.3% | $14,116-29.1% | $12,270-18.5% |