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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 | $127,906 | $174,379-26.7% | $152,093-15.9% | $138,895-7.9% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 21.09% | 74.86%-53.8pp | 66.36%-45.3pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,113 | $4,652-54.6% | $4,175-49.4% | $4,194-49.6% |
| Participant deferral / active EE | $12,330 | $6,159+100.2% | $5,451+126.2% | $6,396+92.8% |
| Admin fee / account holder | $2,830 | $16,880-83.2% | $14,497-80.5% | $12,562-77.5% |