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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 | $81,866 | $155,555-47.4% | $146,866-44.3% | $155,188-47.2% |
| Participation rate | 90.9% | 84.0%+7.0pp | 82.5%+8.4pp | 80.8%+10.1pp |
| Annual return | 14.92% | 115.41%-100.5pp | 102.85%-87.9pp | 148.84%-133.9pp |
| Employer contribution / active EE | $4,336 | $4,647-6.7% | $4,425-2.0% | $4,248+2.1% |
| Participant deferral / active EE | $3,698 | $8,044-54.0% | $7,759-52.3% | $6,531-43.4% |
| Admin fee / account holder | $13,255 | $14,755-10.2% | $13,620-2.7% | $14,480-8.5% |