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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 | $79,838 | $178,174-55.2% | $156,181-48.9% | $137,256-41.8% |
| Participation rate | 87.5% | 82.0%+5.5pp | 78.8%+8.7pp | 80.0%+7.5pp |
| Annual return | 14.08% | 84.19%-70.1pp | 64.87%-50.8pp | 220.34%-206.3pp |
| Employer contribution / active EE | $2,269 | $4,972-54.4% | $4,294-47.2% | $4,156-45.4% |
| Participant deferral / active EE | $3,760 | $6,888-45.4% | $6,132-38.7% | $6,407-41.3% |
| Admin fee / account holder | $8,538 | $17,404-50.9% | $14,586-41.5% | $12,270-30.4% |