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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 | $126,723 | $172,111-26.4% | $150,298-15.7% | $137,256-7.7% |
| Participation rate | 90.0% | 81.7%+8.3pp | 77.8%+12.2pp | 80.0%+10.0pp |
| Annual return | 18.40% | 69.37%-51.0pp | 62.79%-44.4pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,005 | $4,636-78.3% | $4,154-75.8% | $4,156-75.8% |
| Participant deferral / active EE | $7,455 | $6,166+20.9% | $5,453+36.7% | $6,407+16.4% |
| Admin fee / account holder | $805 | $16,471-95.1% | $14,116-94.3% | $12,270-93.4% |