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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 | $117,490 | $174,379-32.6% | $152,093-22.8% | $138,895-15.4% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 15.66% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,533 | $4,652-45.6% | $4,175-39.3% | $4,194-39.6% |
| Participant deferral / active EE | $7,640 | $6,159+24.0% | $5,451+40.2% | $6,396+19.4% |
| Admin fee / account holder | $1,492 | $16,880-91.2% | $14,497-89.7% | $12,562-88.1% |