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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 | $122,921 | $182,442-32.6% | $163,379-24.8% | $138,895-11.5% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.8%+14.1pp | 79.9%+11.0pp |
| Annual return | 15.11% | 72.74%-57.6pp | 63.41%-48.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,886 | $4,159-54.7% | $3,752-49.7% | $4,194-55.0% |
| Participant deferral / active EE | $4,469 | $6,817-34.4% | $6,282-28.9% | $6,396-30.1% |
| Admin fee / account holder | $4,305 | $10,396-58.6% | $9,818-56.1% | $12,562-65.7% |