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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 | $129,068 | $182,442-29.3% | $163,379-21.0% | $138,895-7.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 76.8%+6.5pp | 79.9%+3.4pp |
| Annual return | 16.21% | 72.74%-56.5pp | 63.41%-47.2pp | 145.39%-129.2pp |
| Employer contribution / active EE | $5,716 | $4,159+37.4% | $3,752+52.3% | $4,194+36.3% |
| Participant deferral / active EE | $6,247 | $6,817-8.4% | $6,282-0.6% | $6,396-2.3% |
| Admin fee / account holder | $10,704 | $10,396+3.0% | $9,818+9.0% | $12,562-14.8% |