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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 | $174,379-36.9% | $152,093-27.7% | $138,895-20.8% |
| Participation rate | 88.2% | 81.6%+6.6pp | 77.8%+10.5pp | 79.9%+8.3pp |
| Annual return | 11.71% | 74.86%-63.1pp | 66.36%-54.6pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,914 | $4,652-37.4% | $4,175-30.2% | $4,194-30.5% |
| Participant deferral / active EE | $3,839 | $6,159-37.7% | $5,451-29.6% | $6,396-40.0% |
| Admin fee / account holder | $10,003 | $16,880-40.7% | $14,497-31.0% | $12,562-20.4% |