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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 | $108,533 | $178,174-39.1% | $156,181-30.5% | $137,256-20.9% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.8%+9.4pp | 80.0%+8.3pp |
| Annual return | 12.94% | 84.19%-71.3pp | 64.87%-51.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $2,728 | $4,972-45.1% | $4,294-36.5% | $4,156-34.4% |
| Participant deferral / active EE | $3,148 | $6,888-54.3% | $6,132-48.7% | $6,407-50.9% |
| Admin fee / account holder | $9,164 | $17,404-47.3% | $14,586-37.2% | $12,270-25.3% |