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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 | $80,772 | $178,174-54.7% | $156,181-48.3% | $137,256-41.2% |
| Participation rate | 93.8% | 82.0%+11.7pp | 78.8%+14.9pp | 80.0%+13.8pp |
| Annual return | 10.84% | 84.19%-73.4pp | 64.87%-54.0pp | 220.34%-209.5pp |
| Employer contribution / active EE | $3,629 | $4,972-27.0% | $4,294-15.5% | $4,156-12.7% |
| Participant deferral / active EE | $5,344 | $6,888-22.4% | $6,132-12.9% | $6,407-16.6% |
| Admin fee / account holder | $44,244 | $17,404+154.2% | $14,586+203.3% | $12,270+260.6% |