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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 | $83,655 | $115,225-27.4% | $100,712-16.9% | $138,895-39.8% |
| Participation rate | 95.5% | 74.3%+21.1pp | 69.3%+26.2pp | 79.9%+15.5pp |
| Annual return | 18.08% | 40.35%-22.3pp | 33.27%-15.2pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,360 | $2,771+21.2% | $2,313+45.3% | $4,194-19.9% |
| Participant deferral / active EE | $8,278 | $4,699+76.2% | $4,085+102.6% | $6,396+29.4% |
| Admin fee / account holder | $1,151 | $10,844-89.4% | $9,256-87.6% | $12,562-90.8% |