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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 | $82,896 | $154,228-46.3% | $145,433-43.0% | $137,256-39.6% |
| Participation rate | 94.1% | 83.8%+10.3pp | 82.1%+12.0pp | 80.0%+14.2pp |
| Annual return | 18.63% | 74.59%-56.0pp | 66.58%-47.9pp | 220.34%-201.7pp |
| Employer contribution / active EE | $2,639 | $4,804-45.1% | $4,554-42.0% | $4,156-36.5% |
| Participant deferral / active EE | $5,831 | $8,216-29.0% | $7,897-26.2% | $6,407-9.0% |
| Admin fee / account holder | $6,792 | $14,344-52.6% | $13,129-48.3% | $12,270-44.6% |