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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 | $100,857 | $165,399-39.0% | $149,745-32.6% | $158,982-36.6% |
| Participation rate | 89.5% | 84.6%+4.9pp | 82.5%+7.0pp | 82.0%+7.5pp |
| Annual return | 14.65% | 348.34%-333.7pp | 276.72%-262.1pp | 302.99%-288.3pp |
| Employer contribution / active EE | $4,330 | $5,105-15.2% | $4,646-6.8% | $4,763-9.1% |
| Participant deferral / active EE | $10,095 | $7,183+40.6% | $6,843+47.5% | $5,983+68.7% |
| Admin fee / account holder | $7,741 | $10,811-28.4% | $9,312-16.9% | $11,252-31.2% |