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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 | $72,124 | $174,379-58.6% | $152,093-52.6% | $138,895-48.1% |
| Participation rate | 94.1% | 81.6%+12.5pp | 77.8%+16.4pp | 79.9%+14.2pp |
| Annual return | 38.66% | 74.86%-36.2pp | 66.36%-27.7pp | 145.39%-106.7pp |
| Employer contribution / active EE | $4,637 | $4,652-0.3% | $4,175+11.1% | $4,194+10.6% |
| Participant deferral / active EE | $4,544 | $6,159-26.2% | $5,451-16.6% | $6,396-29.0% |
| Admin fee / account holder | $9,829 | $16,880-41.8% | $14,497-32.2% | $12,562-21.8% |