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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 | $84,167 | $172,111-51.1% | $150,298-44.0% | $137,256-38.7% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 18.30% | 69.37%-51.1pp | 62.79%-44.5pp | 220.34%-202.0pp |
| Employer contribution / active EE | $2,495 | $4,636-46.2% | $4,154-39.9% | $4,156-40.0% |
| Participant deferral / active EE | $5,226 | $6,166-15.2% | $5,453-4.2% | $6,407-18.4% |
| Admin fee / account holder | $2,121 | $16,471-87.1% | $14,116-85.0% | $12,270-82.7% |