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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 | $128,054 | $172,111-25.6% | $150,298-14.8% | $137,256-6.7% |
| Participation rate | 81.0% | 81.7%-0.8pp | 77.8%+3.2pp | 80.0%+1.0pp |
| Annual return | 17.25% | 69.37%-52.1pp | 62.79%-45.5pp | 220.34%-203.1pp |
| Employer contribution / active EE | $5,716 | $4,636+23.3% | $4,154+37.6% | $4,156+37.5% |
| Participant deferral / active EE | $5,698 | $6,166-7.6% | $5,453+4.5% | $6,407-11.1% |
| Admin fee / account holder | $7,243 | $16,471-56.0% | $14,116-48.7% | $12,270-41.0% |