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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 | $113,100 | $174,379-35.1% | $152,093-25.6% | $138,895-18.6% |
| Participation rate | 88.2% | 81.6%+6.6pp | 77.8%+10.5pp | 79.9%+8.3pp |
| Annual return | 26.24% | 74.86%-48.6pp | 66.36%-40.1pp | 145.39%-119.2pp |
| Employer contribution / active EE | $3,855 | $4,652-17.1% | $4,175-7.7% | $4,194-8.1% |
| Participant deferral / active EE | $8,612 | $6,159+39.8% | $5,451+58.0% | $6,396+34.6% |
| Admin fee / account holder | $2,198 | $16,880-87.0% | $14,497-84.8% | $12,562-82.5% |