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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 | $115,237 | $174,379-33.9% | $152,093-24.2% | $138,895-17.0% |
| Participation rate | 85.0% | 81.6%+3.4pp | 77.8%+7.2pp | 79.9%+5.1pp |
| Annual return | 12.79% | 74.86%-62.1pp | 66.36%-53.6pp | 145.39%-132.6pp |
| Employer contribution / active EE | $2,617 | $4,652-43.8% | $4,175-37.3% | $4,194-37.6% |
| Participant deferral / active EE | $4,631 | $6,159-24.8% | $5,451-15.0% | $6,396-27.6% |
| Admin fee / account holder | $1,021 | $16,880-94.0% | $14,497-93.0% | $12,562-91.9% |