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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 | $83,320 | $100,970-17.5% | $96,576-13.7% | $137,256-39.3% |
| Participation rate | 90.0% | 82.6%+7.4pp | 81.4%+8.6pp | 80.0%+10.0pp |
| Annual return | 15.25% | 38.16%-22.9pp | 38.47%-23.2pp | 220.34%-205.1pp |
| Employer contribution / active EE | $5,869 | $3,809+54.1% | $3,553+65.2% | $4,156+41.2% |
| Participant deferral / active EE | $4,418 | $8,286-46.7% | $7,956-44.5% | $6,407-31.0% |
| Admin fee / account holder | $2,484 | $11,312-78.0% | $11,381-78.2% | $12,270-79.8% |