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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 | $116,771 | $178,174-34.5% | $156,181-25.2% | $137,256-14.9% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 16.58% | 84.19%-67.6pp | 64.87%-48.3pp | 220.34%-203.8pp |
| Employer contribution / active EE | $4,384 | $4,972-11.8% | $4,294+2.1% | $4,156+5.5% |
| Participant deferral / active EE | $9,380 | $6,888+36.2% | $6,132+53.0% | $6,407+46.4% |
| Admin fee / account holder | $3,098 | $17,404-82.2% | $14,586-78.8% | $12,270-74.8% |