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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 | $120,096 | $181,062-33.7% | $158,223-24.1% | $155,188-22.6% |
| Participation rate | 91.7% | 82.7%+9.0pp | 79.2%+12.5pp | 80.8%+10.9pp |
| Annual return | 9.41% | 57.39%-48.0pp | 52.09%-42.7pp | 148.84%-139.4pp |
| Employer contribution / active EE | $5,208 | $4,565+14.1% | $4,109+26.8% | $4,248+22.6% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $2,327 | $18,825-87.6% | $16,047-85.5% | $14,480-83.9% |