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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 | $41,521 | $178,174-76.7% | $156,181-73.4% | $137,256-69.7% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 16.72% | 84.19%-67.5pp | 64.87%-48.2pp | 220.34%-203.6pp |
| Employer contribution / active EE | $3,313 | $4,972-33.4% | $4,294-22.9% | $4,156-20.3% |
| Participant deferral / active EE | $7,065 | $6,888+2.6% | $6,132+15.2% | $6,407+10.3% |
| Admin fee / account holder | $1,514 | $17,404-91.3% | $14,586-89.6% | $12,270-87.7% |