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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 | $81,228 | $181,062-55.1% | $158,223-48.7% | $155,188-47.7% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 18.39% | 57.39%-39.0pp | 52.09%-33.7pp | 148.84%-130.4pp |
| Employer contribution / active EE | $3,635 | $4,565-20.4% | $4,109-11.5% | $4,248-14.4% |
| Participant deferral / active EE | $6,158 | $6,134+0.4% | $5,467+12.6% | $6,531-5.7% |
| Admin fee / account holder | $1,361 | $18,825-92.8% | $16,047-91.5% | $14,480-90.6% |