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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 | $93,357 | $114,013-18.1% | $103,693-10.0% | $155,188-39.8% |
| Participation rate | 87.5% | 75.2%+12.3pp | 72.6%+14.9pp | 80.8%+6.7pp |
| Annual return | 17.19% | 49.31%-32.1pp | 47.61%-30.4pp | 148.84%-131.6pp |
| Employer contribution / active EE | $2,879 | $3,131-8.1% | $2,920-1.4% | $4,248-32.2% |
| Participant deferral / active EE | $3,657 | $4,970-26.4% | $4,579-20.1% | $6,531-44.0% |
| Admin fee / account holder | $1,351 | $8,407-83.9% | $7,858-82.8% | $14,480-90.7% |