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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 | $111,970 | $162,136-30.9% | $152,301-26.5% | $154,746-27.6% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 17.76% | 91.02%-73.3pp | 80.50%-62.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $2,028 | $4,890-58.5% | $4,624-56.2% | $4,379-53.7% |
| Participant deferral / active EE | $6,711 | $8,341-19.5% | $8,004-16.1% | $6,730-0.3% |
| Admin fee / account holder | $2,459 | $15,759-84.4% | $14,398-82.9% | $14,365-82.9% |