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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 | $133,005 | $239,571-44.5% | $183,328-27.4% | $137,256-3.1% |
| Participation rate | 92.3% | 82.4%+9.9pp | 77.3%+15.0pp | 80.0%+12.3pp |
| Annual return | 15.67% | 35.69%-20.0pp | 29.67%-14.0pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,429 | $6,148-60.5% | $5,055-52.0% | $4,156-41.6% |
| Participant deferral / active EE | $7,441 | $7,995-6.9% | $6,795+9.5% | $6,407+16.1% |
| Admin fee / account holder | $16,518 | $30,059-45.0% | $21,427-22.9% | $12,270+34.6% |