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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 | $124,045 | $167,533-26.0% | $151,645-18.2% | $134,545-7.8% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | 30.99% | 7.81%+23.2pp | 3.34%+27.7pp | 418.37%-387.4pp |
| Employer contribution / active EE | $2,542 | $6,828-62.8% | $6,165-58.8% | $4,742-46.4% |
| Participant deferral / active EE | $15,253 | $8,985+69.8% | $8,363+82.4% | $6,401+138.3% |
| Admin fee / account holder | $3,555 | $13,781-74.2% | $11,614-69.4% | $11,431-68.9% |