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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 | $90,874 | $135,956-33.2% | $123,894-26.7% | $273,972-66.8% |
| Participation rate | 95.8% | 84.1%+11.8pp | 81.4%+14.4pp | 83.0%+12.8pp |
| Annual return | 14.37% | 56.63%-42.3pp | 47.52%-33.1pp | 41.46%-27.1pp |
| Employer contribution / active EE | $6,588 | $5,170+27.4% | $4,617+42.7% | $4,869+35.3% |
| Participant deferral / active EE | $15,102 | $6,343+138.1% | $5,984+152.4% | $5,287+185.6% |
| Admin fee / account holder | $1,995 | $9,817-79.7% | $8,357-76.1% | $10,133-80.3% |