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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 | $90,535 | $174,379-48.1% | $152,093-40.5% | $138,895-34.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 17.93% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $1,640 | $4,652-64.7% | $4,175-60.7% | $4,194-60.9% |
| Participant deferral / active EE | $3,529 | $6,159-42.7% | $5,451-35.3% | $6,396-44.8% |
| Admin fee / account holder | $1,369 | $16,880-91.9% | $14,497-90.6% | $12,562-89.1% |