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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 | $103,039 | $174,379-40.9% | $152,093-32.3% | $138,895-25.8% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 12.99% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $2,609 | $4,652-43.9% | $4,175-37.5% | $4,194-37.8% |
| Participant deferral / active EE | $3,575 | $6,159-42.0% | $5,451-34.4% | $6,396-44.1% |
| Admin fee / account holder | $1,526 | $16,880-91.0% | $14,497-89.5% | $12,562-87.8% |