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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 | $73,000 | $154,228-52.7% | $145,433-49.8% | $137,256-46.8% |
| Participation rate | 90.9% | 83.8%+7.1pp | 82.1%+8.8pp | 80.0%+10.9pp |
| Annual return | 17.22% | 74.59%-57.4pp | 66.58%-49.4pp | 220.34%-203.1pp |
| Employer contribution / active EE | $3,082 | $4,804-35.9% | $4,554-32.3% | $4,156-25.8% |
| Participant deferral / active EE | $5,862 | $8,216-28.7% | $7,897-25.8% | $6,407-8.5% |
| Admin fee / account holder | $1,325 | $14,344-90.8% | $13,129-89.9% | $12,270-89.2% |