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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 | $181,062-36.2% | $158,223-27.0% | $155,188-25.5% |
| Participation rate | 92.9% | 82.7%+10.2pp | 79.2%+13.7pp | 80.8%+12.1pp |
| Annual return | 13.67% | 57.39%-43.7pp | 52.09%-38.4pp | 148.84%-135.2pp |
| Employer contribution / active EE | $966 | $4,565-78.8% | $4,109-76.5% | $4,248-77.3% |
| Participant deferral / active EE | $5,893 | $6,134-3.9% | $5,467+7.8% | $6,531-9.8% |
| Admin fee / account holder | $27,400 | $18,825+45.6% | $16,047+70.7% | $14,480+89.2% |