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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 | $120,370 | $181,062-33.5% | $158,223-23.9% | $155,188-22.4% |
| Participation rate | 90.0% | 82.7%+7.3pp | 79.2%+10.8pp | 80.8%+9.2pp |
| Annual return | 14.79% | 57.39%-42.6pp | 52.09%-37.3pp | 148.84%-134.0pp |
| Employer contribution / active EE | $3,721 | $4,565-18.5% | $4,109-9.4% | $4,248-12.4% |
| Participant deferral / active EE | $7,723 | $6,134+25.9% | $5,467+41.3% | $6,531+18.3% |
| Admin fee / account holder | $3,489 | $18,825-81.5% | $16,047-78.3% | $14,480-75.9% |