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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 | $125,705 | $181,062-30.6% | $158,223-20.6% | $155,188-19.0% |
| Participation rate | 94.1% | 82.7%+11.5pp | 79.2%+14.9pp | 80.8%+13.3pp |
| Annual return | 16.90% | 57.39%-40.5pp | 52.09%-35.2pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,234 | $4,565-51.1% | $4,109-45.6% | $4,248-47.4% |
| Participant deferral / active EE | $5,470 | $6,134-10.8% | $5,467+0.1% | $6,531-16.2% |
| Admin fee / account holder | $2,126 | $18,825-88.7% | $16,047-86.8% | $14,480-85.3% |