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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 | $103,416 | $174,379-40.7% | $152,093-32.0% | $138,895-25.5% |
| Participation rate | 87.5% | 81.6%+5.9pp | 77.8%+9.7pp | 79.9%+7.6pp |
| Annual return | 15.68% | 74.86%-59.2pp | 66.36%-50.7pp | 145.39%-129.7pp |
| Employer contribution / active EE | $1,515 | $4,652-67.4% | $4,175-63.7% | $4,194-63.9% |
| Participant deferral / active EE | $4,272 | $6,159-30.6% | $5,451-21.6% | $6,396-33.2% |
| Admin fee / account holder | $564 | $16,880-96.7% | $14,497-96.1% | $12,562-95.5% |