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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 | $91,197 | $178,174-48.8% | $156,181-41.6% | $137,256-33.6% |
| Participation rate | 94.1% | 82.0%+12.1pp | 78.8%+15.3pp | 80.0%+14.2pp |
| Annual return | 17.40% | 84.19%-66.8pp | 64.87%-47.5pp | 220.34%-202.9pp |
| Employer contribution / active EE | $4,311 | $4,972-13.3% | $4,294+0.4% | $4,156+3.7% |
| Participant deferral / active EE | $8,892 | $6,888+29.1% | $6,132+45.0% | $6,407+38.8% |
| Admin fee / account holder | $3,132 | $17,404-82.0% | $14,586-78.5% | $12,270-74.5% |