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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 | $80,138 | $124,425-35.6% | $112,040-28.5% | $137,256-41.6% |
| Participation rate | 95.5% | 79.3%+16.1pp | 76.5%+19.0pp | 80.0%+15.5pp |
| Annual return | 22.04% | 24.72%-2.7pp | 24.52%-2.5pp | 220.34%-198.3pp |
| Employer contribution / active EE | $2,454 | $3,411-28.1% | $2,954-16.9% | $4,156-40.9% |
| Participant deferral / active EE | $2,366 | $5,718-58.6% | $5,098-53.6% | $6,407-63.1% |
| Admin fee / account holder | $1,183 | $15,207-92.2% | $12,098-90.2% | $12,270-90.4% |