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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 | $125,020 | $178,174-29.8% | $156,181-20.0% | $137,256-8.9% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 16.25% | 84.19%-67.9pp | 64.87%-48.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $2,098 | $4,972-57.8% | $4,294-51.1% | $4,156-49.5% |
| Participant deferral / active EE | $7,708 | $6,888+11.9% | $6,132+25.7% | $6,407+20.3% |
| Admin fee / account holder | $2,261 | $17,404-87.0% | $14,586-84.5% | $12,270-81.6% |