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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 | $86,360 | $174,379-50.5% | $152,093-43.2% | $138,895-37.8% |
| Participation rate | 86.7% | 81.6%+5.0pp | 77.8%+8.9pp | 79.9%+6.7pp |
| Annual return | 16.27% | 74.86%-58.6pp | 66.36%-50.1pp | 145.39%-129.1pp |
| Employer contribution / active EE | $1,847 | $4,652-60.3% | $4,175-55.8% | $4,194-56.0% |
| Participant deferral / active EE | $5,347 | $6,159-13.2% | $5,451-1.9% | $6,396-16.4% |
| Admin fee / account holder | $2,983 | $16,880-82.3% | $14,497-79.4% | $12,562-76.3% |