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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 | $184,014-33.3% | $161,149-23.9% | $138,895-11.7% |
| Participation rate | 94.4% | 82.1%+12.4pp | 78.8%+15.6pp | 79.9%+14.5pp |
| Annual return | 13.16% | 21.52%-8.4pp | 21.16%-8.0pp | 145.39%-132.2pp |
| Employer contribution / active EE | $1,747 | $5,055-65.4% | $4,360-59.9% | $4,194-58.4% |
| Participant deferral / active EE | $3,772 | $6,909-45.4% | $6,153-38.7% | $6,396-41.0% |
| Admin fee / account holder | $19,090 | $18,027+5.9% | $15,194+25.6% | $12,562+52.0% |