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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 | $104,933 | $178,174-41.1% | $156,181-32.8% | $137,256-23.5% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.8%+6.9pp | 80.0%+5.8pp |
| Annual return | 13.24% | 84.19%-70.9pp | 64.87%-51.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $3,014 | $4,972-39.4% | $4,294-29.8% | $4,156-27.5% |
| Participant deferral / active EE | $4,534 | $6,888-34.2% | $6,132-26.1% | $6,407-29.2% |
| Admin fee / account holder | $788 | $17,404-95.5% | $14,586-94.6% | $12,270-93.6% |