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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 | $115,943 | $165,381-29.9% | $149,730-22.6% | $158,966-27.1% |
| Participation rate | 88.2% | 84.6%+3.7pp | 82.5%+5.8pp | 82.0%+6.3pp |
| Annual return | 15.71% | 348.29%-332.6pp | 276.70%-261.0pp | 302.95%-287.2pp |
| Employer contribution / active EE | $2,771 | $5,104-45.7% | $4,645-40.3% | $4,762-41.8% |
| Participant deferral / active EE | $3,966 | $7,182-44.8% | $6,843-42.0% | $5,983-33.7% |
| Admin fee / account holder | $3,666 | $10,809-66.1% | $9,310-60.6% | $11,250-67.4% |