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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 | $159,860 | $275,752-42.0% | $256,809-37.8% | $198,609-19.5% |
| Participation rate | 93.3% | 89.2%+4.2pp | 88.5%+4.8pp | 82.4%+11.0pp |
| Annual return | 5.38% | 34.81%-29.4pp | 32.73%-27.3pp | 202.70%-197.3pp |
| Employer contribution / active EE | $4,030 | $7,721-47.8% | $7,263-44.5% | $5,055-20.3% |
| Participant deferral / active EE | $0 | $10,037-100.0% | $9,520-100.0% | $6,977-100.0% |
| Admin fee / account holder | $9,063 | $25,716-64.8% | $25,146-64.0% | $19,030-52.4% |