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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 | $89,229 | $178,174-49.9% | $156,181-42.9% | $137,256-35.0% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.8%+11.2pp | 80.0%+10.0pp |
| Annual return | 15.74% | 84.19%-68.4pp | 64.87%-49.1pp | 220.34%-204.6pp |
| Employer contribution / active EE | $2,176 | $4,972-56.2% | $4,294-49.3% | $4,156-47.6% |
| Participant deferral / active EE | $3,484 | $6,888-49.4% | $6,132-43.2% | $6,407-45.6% |
| Admin fee / account holder | $3,107 | $17,404-82.1% | $14,586-78.7% | $12,270-74.7% |