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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 | $115,538 | $172,111-32.9% | $150,298-23.1% | $137,256-15.8% |
| Participation rate | 92.9% | 81.7%+11.1pp | 77.8%+15.1pp | 80.0%+12.9pp |
| Annual return | 13.67% | 69.37%-55.7pp | 62.79%-49.1pp | 220.34%-206.7pp |
| Employer contribution / active EE | $966 | $4,636-79.2% | $4,154-76.8% | $4,156-76.8% |
| Participant deferral / active EE | $5,893 | $6,166-4.4% | $5,453+8.1% | $6,407-8.0% |
| Admin fee / account holder | $27,400 | $16,471+66.4% | $14,116+94.1% | $12,270+123.3% |