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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 | $100,177 | $147,556-32.1% | $129,031-22.4% | $198,609-49.6% |
| Participation rate | 92.3% | 77.2%+15.1pp | 73.4%+19.0pp | 82.4%+9.9pp |
| Annual return | 15.12% | 37.41%-22.3pp | 34.67%-19.5pp | 202.70%-187.6pp |
| Employer contribution / active EE | $14,156 | $3,645+288.4% | $3,226+338.8% | $5,055+180.0% |
| Participant deferral / active EE | $13,351 | $5,760+131.8% | $5,217+155.9% | $6,977+91.4% |
| Admin fee / account holder | $20,346 | $15,467+31.5% | $13,208+54.0% | $19,030+6.9% |