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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 | $174,379-34.5% | $152,093-24.9% | $138,895-17.7% |
| Participation rate | 90.9% | 81.6%+9.3pp | 77.8%+13.1pp | 79.9%+11.0pp |
| Annual return | 17.94% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.5pp |
| Employer contribution / active EE | $2,644 | $4,652-43.2% | $4,175-36.7% | $4,194-37.0% |
| Participant deferral / active EE | $6,058 | $6,159-1.6% | $5,451+11.1% | $6,396-5.3% |
| Admin fee / account holder | $1,217 | $16,880-92.8% | $14,497-91.6% | $12,562-90.3% |