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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 | $109,842 | $124,425-11.7% | $112,040-2.0% | $137,256-20.0% |
| Participation rate | 90.9% | 79.3%+11.6pp | 76.5%+14.4pp | 80.0%+10.9pp |
| Annual return | 16.32% | 24.72%-8.4pp | 24.52%-8.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $4,833 | $3,411+41.7% | $2,954+63.6% | $4,156+16.3% |
| Participant deferral / active EE | $3,502 | $5,718-38.8% | $5,098-31.3% | $6,407-45.3% |
| Admin fee / account holder | $6,428 | $15,207-57.7% | $12,098-46.9% | $12,270-47.6% |