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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 | $92,868 | $153,769-39.6% | $133,975-30.7% | $273,972-66.1% |
| Participation rate | 94.4% | 88.4%+6.1pp | 87.1%+7.4pp | 83.0%+11.4pp |
| Annual return | 0.00% | 36.51%-36.5pp | 29.29%-29.3pp | 41.46%-41.5pp |
| Employer contribution / active EE | $4,196 | $6,029-30.4% | $5,211-19.5% | $4,869-13.8% |
| Participant deferral / active EE | $8,810 | $6,958+26.6% | $6,282+40.3% | $5,287+66.6% |
| Admin fee / account holder | $3,314 | $11,765-71.8% | $9,324-64.5% | $10,133-67.3% |