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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 | $103,155 | $174,379-40.8% | $152,093-32.2% | $138,895-25.7% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 18.71% | 74.86%-56.1pp | 66.36%-47.6pp | 145.39%-126.7pp |
| Employer contribution / active EE | $2,702 | $4,652-41.9% | $4,175-35.3% | $4,194-35.6% |
| Participant deferral / active EE | $1,767 | $6,159-71.3% | $5,451-67.6% | $6,396-72.4% |
| Admin fee / account holder | $1,427 | $16,880-91.5% | $14,497-90.2% | $12,562-88.6% |