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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 | $100,679 | $178,174-43.5% | $156,181-35.5% | $137,256-26.6% |
| Participation rate | 95.8% | 82.0%+13.8pp | 78.8%+17.0pp | 80.0%+15.9pp |
| Annual return | 18.39% | 84.19%-65.8pp | 64.87%-46.5pp | 220.34%-201.9pp |
| Employer contribution / active EE | $1,730 | $4,972-65.2% | $4,294-59.7% | $4,156-58.4% |
| Participant deferral / active EE | $4,740 | $6,888-31.2% | $6,132-22.7% | $6,407-26.0% |
| Admin fee / account holder | $8,198 | $17,404-52.9% | $14,586-43.8% | $12,270-33.2% |