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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 | $98,107 | $182,442-46.2% | $163,379-40.0% | $138,895-29.4% |
| Participation rate | 92.9% | 79.8%+13.1pp | 76.8%+16.0pp | 79.9%+12.9pp |
| Annual return | 41.75% | 72.74%-31.0pp | 63.41%-21.7pp | 145.39%-103.6pp |
| Employer contribution / active EE | $3,747 | $4,159-9.9% | $3,752-0.1% | $4,194-10.7% |
| Participant deferral / active EE | $6,556 | $6,817-3.8% | $6,282+4.4% | $6,396+2.5% |
| Admin fee / account holder | $2,884 | $10,396-72.3% | $9,818-70.6% | $12,562-77.0% |