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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 | $104,380 | $213,785-51.2% | $185,441-43.7% | $155,188-32.7% |
| Participation rate | 88.9% | 83.2%+5.7pp | 80.3%+8.6pp | 80.8%+8.1pp |
| Annual return | 15.57% | 19.97%-4.4pp | 20.16%-4.6pp | 148.84%-133.3pp |
| Employer contribution / active EE | $1,213 | $5,393-77.5% | $4,672-74.0% | $4,248-71.4% |
| Participant deferral / active EE | $2,775 | $6,864-59.6% | $6,152-54.9% | $6,531-57.5% |
| Admin fee / account holder | $1,513 | $21,134-92.8% | $17,890-91.5% | $14,480-89.5% |