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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 | $86,035 | $112,729-23.7% | $98,716-12.8% | $137,256-37.3% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.3%+24.0pp | 80.0%+13.4pp |
| Annual return | 26.36% | 38.48%-12.1pp | 31.81%-5.5pp | 220.34%-194.0pp |
| Employer contribution / active EE | $3,925 | $2,725+44.0% | $2,279+72.2% | $4,156-5.6% |
| Participant deferral / active EE | $12,558 | $4,640+170.6% | $4,048+210.3% | $6,407+96.0% |
| Admin fee / account holder | $16,764 | $10,129+65.5% | $8,703+92.6% | $12,270+36.6% |