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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 | $102,308 | $174,379-41.3% | $152,093-32.7% | $138,895-26.3% |
| Participation rate | 93.8% | 81.6%+12.1pp | 77.8%+16.0pp | 79.9%+13.8pp |
| Annual return | 16.00% | 74.86%-58.9pp | 66.36%-50.4pp | 145.39%-129.4pp |
| Employer contribution / active EE | $5,203 | $4,652+11.8% | $4,175+24.6% | $4,194+24.0% |
| Participant deferral / active EE | $8,051 | $6,159+30.7% | $5,451+47.7% | $6,396+25.9% |
| Admin fee / account holder | $1,358 | $16,880-92.0% | $14,497-90.6% | $12,562-89.2% |