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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 | $99,372 | $162,136-38.7% | $152,301-34.8% | $154,746-35.8% |
| Participation rate | 95.5% | 84.1%+11.3pp | 82.4%+13.0pp | 80.7%+14.8pp |
| Annual return | 14.70% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $1,746 | $4,890-64.3% | $4,624-62.2% | $4,379-60.1% |
| Participant deferral / active EE | $3,677 | $8,341-55.9% | $8,004-54.1% | $6,730-45.4% |
| Admin fee / account holder | $8,417 | $15,759-46.6% | $14,398-41.5% | $14,365-41.4% |