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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 | $136,919 | $223,823-38.8% | $211,142-35.2% | $154,746-11.5% |
| Participation rate | 92.9% | 87.9%+5.0pp | 87.3%+5.6pp | 80.7%+12.2pp |
| Annual return | 14.50% | 50.39%-35.9pp | 46.84%-32.3pp | 172.34%-157.8pp |
| Employer contribution / active EE | $2,696 | $6,787-60.3% | $6,442-58.2% | $4,379-38.4% |
| Participant deferral / active EE | $5,686 | $9,750-41.7% | $9,284-38.8% | $6,730-15.5% |
| Admin fee / account holder | $1,263 | $19,707-93.6% | $19,076-93.4% | $14,365-91.2% |