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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 | $72,803 | $154,228-52.8% | $145,433-49.9% | $137,256-47.0% |
| Participation rate | 93.8% | 83.8%+10.0pp | 82.1%+11.6pp | 80.0%+13.8pp |
| Annual return | 17.69% | 74.59%-56.9pp | 66.58%-48.9pp | 220.34%-202.6pp |
| Employer contribution / active EE | $3,565 | $4,804-25.8% | $4,554-21.7% | $4,156-14.2% |
| Participant deferral / active EE | $5,905 | $8,216-28.1% | $7,897-25.2% | $6,407-7.8% |
| Admin fee / account holder | $5,063 | $14,344-64.7% | $13,129-61.4% | $12,270-58.7% |