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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 | $225,673-45.5% | $203,872-39.7% | $155,188-20.8% |
| Participation rate | 90.9% | 80.3%+10.6pp | 77.8%+13.1pp | 80.8%+10.1pp |
| Annual return | 15.11% | 95.91%-80.8pp | 85.11%-70.0pp | 148.84%-133.7pp |
| Employer contribution / active EE | $1,886 | $4,099-54.0% | $3,757-49.8% | $4,248-55.6% |
| Participant deferral / active EE | $4,469 | $6,893-35.2% | $6,388-30.0% | $6,531-31.6% |
| Admin fee / account holder | $4,305 | $12,327-65.1% | $11,730-63.3% | $14,480-70.3% |