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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 | $110,709 | $156,398-29.2% | $147,318-24.9% | $138,895-20.3% |
| Participation rate | 95.0% | 83.8%+11.2pp | 82.1%+12.9pp | 79.9%+15.1pp |
| Annual return | 16.83% | 78.75%-61.9pp | 70.43%-53.6pp | 145.39%-128.6pp |
| Employer contribution / active EE | $1,615 | $4,853-66.7% | $4,593-64.8% | $4,194-61.5% |
| Participant deferral / active EE | $8,880 | $8,237+7.8% | $7,906+12.3% | $6,396+38.8% |
| Admin fee / account holder | $4,202 | $14,976-71.9% | $13,708-69.3% | $12,562-66.6% |