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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 | $99,678 | $174,379-42.8% | $152,093-34.5% | $138,895-28.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 19.86% | 74.86%-55.0pp | 66.36%-46.5pp | 145.39%-125.5pp |
| Employer contribution / active EE | $1,752 | $4,652-62.3% | $4,175-58.0% | $4,194-58.2% |
| Participant deferral / active EE | $6,206 | $6,159+0.8% | $5,451+13.8% | $6,396-3.0% |
| Admin fee / account holder | $2,257 | $16,880-86.6% | $14,497-84.4% | $12,562-82.0% |