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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 | $120,445 | $181,062-33.5% | $158,223-23.9% | $155,188-22.4% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 12.32% | 57.39%-45.1pp | 52.09%-39.8pp | 148.84%-136.5pp |
| Employer contribution / active EE | $3,696 | $4,565-19.0% | $4,109-10.0% | $4,248-13.0% |
| Participant deferral / active EE | $6,037 | $6,134-1.6% | $5,467+10.4% | $6,531-7.6% |
| Admin fee / account holder | $3,473 | $18,825-81.6% | $16,047-78.4% | $14,480-76.0% |