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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 | $174,379-31.0% | $152,093-20.9% | $138,895-13.3% |
| Participation rate | 90.0% | 81.6%+8.4pp | 77.8%+12.2pp | 79.9%+10.1pp |
| Annual return | 14.79% | 74.86%-60.1pp | 66.36%-51.6pp | 145.39%-130.6pp |
| Employer contribution / active EE | $3,721 | $4,652-20.0% | $4,175-10.9% | $4,194-11.3% |
| Participant deferral / active EE | $7,723 | $6,159+25.4% | $5,451+41.7% | $6,396+20.7% |
| Admin fee / account holder | $3,489 | $16,880-79.3% | $14,497-75.9% | $12,562-72.2% |