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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 | $93,274 | $174,379-46.5% | $152,093-38.7% | $138,895-32.8% |
| Participation rate | 86.4% | 81.6%+4.7pp | 77.8%+8.6pp | 79.9%+6.4pp |
| Annual return | 18.00% | 74.86%-56.9pp | 66.36%-48.4pp | 145.39%-127.4pp |
| Employer contribution / active EE | $3,004 | $4,652-35.4% | $4,175-28.0% | $4,194-28.4% |
| Participant deferral / active EE | $4,941 | $6,159-19.8% | $5,451-9.4% | $6,396-22.8% |
| Admin fee / account holder | $1,345 | $16,880-92.0% | $14,497-90.7% | $12,562-89.3% |