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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 | $125,543 | $178,174-29.5% | $156,181-19.6% | $137,256-8.5% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 17.18% | 84.19%-67.0pp | 64.87%-47.7pp | 220.34%-203.2pp |
| Employer contribution / active EE | $1,880 | $4,972-62.2% | $4,294-56.2% | $4,156-54.8% |
| Participant deferral / active EE | $3,822 | $6,888-44.5% | $6,132-37.7% | $6,407-40.4% |
| Admin fee / account holder | $1,709 | $17,404-90.2% | $14,586-88.3% | $12,270-86.1% |