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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 | $156,398-33.2% | $147,318-29.1% | $138,895-24.8% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 21.19% | 78.75%-57.6pp | 70.43%-49.2pp | 145.39%-124.2pp |
| Employer contribution / active EE | $3,399 | $4,853-30.0% | $4,593-26.0% | $4,194-19.0% |
| Participant deferral / active EE | $4,686 | $8,237-43.1% | $7,906-40.7% | $6,396-26.7% |
| Admin fee / account holder | $1,046 | $14,976-93.0% | $13,708-92.4% | $12,562-91.7% |