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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 | $120,625 | $174,379-30.8% | $152,093-20.7% | $138,895-13.2% |
| Participation rate | 88.9% | 81.6%+7.2pp | 77.8%+11.1pp | 79.9%+9.0pp |
| Annual return | 12.85% | 74.86%-62.0pp | 66.36%-53.5pp | 145.39%-132.5pp |
| Employer contribution / active EE | $1,868 | $4,652-59.8% | $4,175-55.2% | $4,194-55.5% |
| Participant deferral / active EE | $3,517 | $6,159-42.9% | $5,451-35.5% | $6,396-45.0% |
| Admin fee / account holder | $23,225 | $16,880+37.6% | $14,497+60.2% | $12,562+84.9% |