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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 | $181,062-43.1% | $158,223-34.9% | $155,188-33.6% |
| Participation rate | 85.7% | 82.7%+3.1pp | 79.2%+6.5pp | 80.8%+4.9pp |
| Annual return | 12.99% | 57.39%-44.4pp | 52.09%-39.1pp | 148.84%-135.8pp |
| Employer contribution / active EE | $2,609 | $4,565-42.8% | $4,109-36.5% | $4,248-38.6% |
| Participant deferral / active EE | $3,575 | $6,134-41.7% | $5,467-34.6% | $6,531-45.3% |
| Admin fee / account holder | $1,526 | $18,825-91.9% | $16,047-90.5% | $14,480-89.5% |