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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 | $116,091 | $178,174-34.8% | $156,181-25.7% | $137,256-15.4% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.8%+9.4pp | 80.0%+8.3pp |
| Annual return | 24.90% | 84.19%-59.3pp | 64.87%-40.0pp | 220.34%-195.4pp |
| Employer contribution / active EE | $2,835 | $4,972-43.0% | $4,294-34.0% | $4,156-31.8% |
| Participant deferral / active EE | $5,974 | $6,888-13.3% | $6,132-2.6% | $6,407-6.8% |
| Admin fee / account holder | $849 | $17,404-95.1% | $14,586-94.2% | $12,270-93.1% |