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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 | $109,798 | $181,062-39.4% | $158,223-30.6% | $155,188-29.2% |
| Participation rate | 92.3% | 82.7%+9.7pp | 79.2%+13.1pp | 80.8%+11.5pp |
| Annual return | 15.07% | 57.39%-42.3pp | 52.09%-37.0pp | 148.84%-133.8pp |
| Employer contribution / active EE | $2,584 | $4,565-43.4% | $4,109-37.1% | $4,248-39.2% |
| Participant deferral / active EE | $5,387 | $6,134-12.2% | $5,467-1.5% | $6,531-17.5% |
| Admin fee / account holder | $1,559 | $18,825-91.7% | $16,047-90.3% | $14,480-89.2% |