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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 | $122,660 | $178,174-31.2% | $156,181-21.5% | $137,256-10.6% |
| Participation rate | 94.4% | 82.0%+12.4pp | 78.8%+15.6pp | 80.0%+14.5pp |
| Annual return | 13.16% | 84.19%-71.0pp | 64.87%-51.7pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,747 | $4,972-64.9% | $4,294-59.3% | $4,156-58.0% |
| Participant deferral / active EE | $3,772 | $6,888-45.2% | $6,132-38.5% | $6,407-41.1% |
| Admin fee / account holder | $19,090 | $17,404+9.7% | $14,586+30.9% | $12,270+55.6% |