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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 | $80,670 | $156,398-48.4% | $147,318-45.2% | $138,895-41.9% |
| Participation rate | 94.7% | 83.8%+11.0pp | 82.1%+12.7pp | 79.9%+14.8pp |
| Annual return | 12.68% | 78.75%-66.1pp | 70.43%-57.8pp | 145.39%-132.7pp |
| Employer contribution / active EE | $3,032 | $4,853-37.5% | $4,593-34.0% | $4,194-27.7% |
| Participant deferral / active EE | $4,954 | $8,237-39.9% | $7,906-37.3% | $6,396-22.6% |
| Admin fee / account holder | $1,213 | $14,976-91.9% | $13,708-91.2% | $12,562-90.3% |