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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 | $84,094 | $178,174-52.8% | $156,181-46.2% | $137,256-38.7% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.8%+9.4pp | 80.0%+8.3pp |
| Annual return | 23.94% | 84.19%-60.2pp | 64.87%-40.9pp | 220.34%-196.4pp |
| Employer contribution / active EE | $1,189 | $4,972-76.1% | $4,294-72.3% | $4,156-71.4% |
| Participant deferral / active EE | $4,428 | $6,888-35.7% | $6,132-27.8% | $6,407-30.9% |
| Admin fee / account holder | $1,008 | $17,404-94.2% | $14,586-93.1% | $12,270-91.8% |