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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 | $142,863 | $174,379-18.1% | $152,093-6.1% | $138,895+2.9% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 16.67% | 74.86%-58.2pp | 66.36%-49.7pp | 145.39%-128.7pp |
| Employer contribution / active EE | $1,457 | $4,652-68.7% | $4,175-65.1% | $4,194-65.3% |
| Participant deferral / active EE | $4,097 | $6,159-33.5% | $5,451-24.8% | $6,396-35.9% |
| Admin fee / account holder | $1,101 | $16,880-93.5% | $14,497-92.4% | $12,562-91.2% |