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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 | $183,739 | $124,425+47.7% | $112,040+64.0% | $137,256+33.9% |
| Participation rate | 85.7% | 79.3%+6.4pp | 76.5%+9.2pp | 80.0%+5.8pp |
| Annual return | 12.59% | 24.72%-12.1pp | 24.52%-11.9pp | 220.34%-207.7pp |
| Employer contribution / active EE | $1,728 | $3,411-49.4% | $2,954-41.5% | $4,156-58.4% |
| Participant deferral / active EE | $4,291 | $5,718-25.0% | $5,098-15.8% | $6,407-33.0% |
| Admin fee / account holder | $8,447 | $15,207-44.5% | $12,098-30.2% | $12,270-31.2% |