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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 | $77,611 | $178,174-56.4% | $156,181-50.3% | $137,256-43.5% |
| Participation rate | 90.5% | 82.0%+8.4pp | 78.8%+11.6pp | 80.0%+10.5pp |
| Annual return | 13.99% | 84.19%-70.2pp | 64.87%-50.9pp | 220.34%-206.4pp |
| Employer contribution / active EE | $3,452 | $4,972-30.6% | $4,294-19.6% | $4,156-17.0% |
| Participant deferral / active EE | $10,422 | $6,888+51.3% | $6,132+70.0% | $6,407+62.7% |
| Admin fee / account holder | $1,862 | $17,404-89.3% | $14,586-87.2% | $12,270-84.8% |