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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 | $73,268 | $178,174-58.9% | $156,181-53.1% | $137,256-46.6% |
| Participation rate | 92.3% | 82.0%+10.3pp | 78.8%+13.5pp | 80.0%+12.3pp |
| Annual return | 22.61% | 84.19%-61.6pp | 64.87%-42.3pp | 220.34%-197.7pp |
| Employer contribution / active EE | $17,888 | $4,972+259.8% | $4,294+316.6% | $4,156+330.4% |
| Participant deferral / active EE | $4,224 | $6,888-38.7% | $6,132-31.1% | $6,407-34.1% |
| Admin fee / account holder | $4,337 | $17,404-75.1% | $14,586-70.3% | $12,270-64.7% |