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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 | $104,469 | $154,228-32.3% | $145,433-28.2% | $137,256-23.9% |
| Participation rate | 85.7% | 83.8%+1.9pp | 82.1%+3.6pp | 80.0%+5.8pp |
| Annual return | 21.19% | 74.59%-53.4pp | 66.58%-45.4pp | 220.34%-199.1pp |
| Employer contribution / active EE | $3,399 | $4,804-29.3% | $4,554-25.4% | $4,156-18.2% |
| Participant deferral / active EE | $4,686 | $8,216-43.0% | $7,897-40.7% | $6,407-26.9% |
| Admin fee / account holder | $1,046 | $14,344-92.7% | $13,129-92.0% | $12,270-91.5% |