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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 | $78,267 | $174,379-55.1% | $152,093-48.5% | $138,895-43.7% |
| Participation rate | 92.9% | 81.6%+11.2pp | 77.8%+15.1pp | 79.9%+12.9pp |
| Annual return | 15.67% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $2,419 | $4,652-48.0% | $4,175-42.0% | $4,194-42.3% |
| Participant deferral / active EE | $7,187 | $6,159+16.7% | $5,451+31.8% | $6,396+12.4% |
| Admin fee / account holder | $6,398 | $16,880-62.1% | $14,497-55.9% | $12,562-49.1% |