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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 | $77,042 | $124,425-38.1% | $112,040-31.2% | $137,256-43.9% |
| Participation rate | 95.8% | 79.3%+16.5pp | 76.5%+19.3pp | 80.0%+15.9pp |
| Annual return | 34.38% | 24.72%+9.7pp | 24.52%+9.9pp | 220.34%-186.0pp |
| Employer contribution / active EE | $4,148 | $3,411+21.6% | $2,954+40.4% | $4,156-0.2% |
| Participant deferral / active EE | $2,967 | $5,718-48.1% | $5,098-41.8% | $6,407-53.7% |
| Admin fee / account holder | $1,918 | $15,207-87.4% | $12,098-84.1% | $12,270-84.4% |