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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 | $118,348 | $201,370-41.2% | $184,256-35.8% | $145,897-18.9% |
| Participation rate | 95.5% | 87.5%+8.0pp | 86.8%+8.6pp | 80.3%+15.1pp |
| Annual return | 10.39% | 29.05%-18.7pp | 28.85%-18.5pp | 552.29%-541.9pp |
| Employer contribution / active EE | $2,987 | $7,024-57.5% | $6,427-53.5% | $4,663-35.9% |
| Participant deferral / active EE | $3,398 | $9,808-65.4% | $9,133-62.8% | $6,689-49.2% |
| Admin fee / account holder | $7,958 | $16,364-51.4% | $13,899-42.7% | $13,390-40.6% |