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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 | $93,674 | $174,379-46.3% | $152,093-38.4% | $138,895-32.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 11.18% | 74.86%-63.7pp | 66.36%-55.2pp | 145.39%-134.2pp |
| Employer contribution / active EE | $1,985 | $4,652-57.3% | $4,175-52.5% | $4,194-52.7% |
| Participant deferral / active EE | $3,989 | $6,159-35.2% | $5,451-26.8% | $6,396-37.6% |
| Admin fee / account holder | $958 | $16,880-94.3% | $14,497-93.4% | $12,562-92.4% |