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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 | $138,661 | $228,395-39.3% | $185,861-25.4% | $158,982-12.8% |
| Participation rate | 90.0% | 82.3%+7.7pp | 78.0%+12.0pp | 82.0%+8.0pp |
| Annual return | 14.33% | 40.82%-26.5pp | 35.96%-21.6pp | 302.99%-288.7pp |
| Employer contribution / active EE | $2,177 | $4,968-56.2% | $4,088-46.8% | $4,763-54.3% |
| Participant deferral / active EE | $5,319 | $6,417-17.1% | $5,634-5.6% | $5,983-11.1% |
| Admin fee / account holder | $7,579 | $11,869-36.1% | $9,503-20.3% | $11,252-32.6% |