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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 | $107,914 | $172,758-37.5% | $149,600-27.9% | $138,895-22.3% |
| Participation rate | 90.0% | 80.2%+9.8pp | 77.2%+12.8pp | 79.9%+10.1pp |
| Annual return | 35.96% | 181.17%-145.2pp | 129.59%-93.6pp | 145.39%-109.4pp |
| Employer contribution / active EE | $3,873 | $4,778-18.9% | $4,193-7.6% | $4,194-7.6% |
| Participant deferral / active EE | $5,666 | $8,180-30.7% | $7,203-21.3% | $6,396-11.4% |
| Admin fee / account holder | $417 | $17,615-97.6% | $13,963-97.0% | $12,562-96.7% |