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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 | $114,279 | $172,111-33.6% | $150,298-24.0% | $137,256-16.7% |
| Participation rate | 90.9% | 81.7%+9.2pp | 77.8%+13.1pp | 80.0%+10.9pp |
| Annual return | 17.94% | 69.37%-51.4pp | 62.79%-44.8pp | 220.34%-202.4pp |
| Employer contribution / active EE | $2,644 | $4,636-43.0% | $4,154-36.4% | $4,156-36.4% |
| Participant deferral / active EE | $6,058 | $6,166-1.8% | $5,453+11.1% | $6,407-5.4% |
| Admin fee / account holder | $1,217 | $16,471-92.6% | $14,116-91.4% | $12,270-90.1% |