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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 | $150,776 | $92,798+62.5% | $96,707+55.9% | $137,256+9.8% |
| Participation rate | 87.5% | 81.6%+5.9pp | 80.4%+7.1pp | 80.0%+7.5pp |
| Annual return | 14.09% | 31.24%-17.1pp | 34.78%-20.7pp | 220.34%-206.2pp |
| Employer contribution / active EE | $3,710 | $4,147-10.6% | $4,191-11.5% | $4,156-10.7% |
| Participant deferral / active EE | $3,710 | $5,877-36.9% | $5,997-38.1% | $6,407-42.1% |
| Admin fee / account holder | $1,708 | $7,946-78.5% | $7,503-77.2% | $12,270-86.1% |