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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 | $137,127 | $199,109-31.1% | $173,730-21.1% | $154,746-11.4% |
| Participation rate | 88.9% | 82.8%+6.1pp | 79.6%+9.3pp | 80.7%+8.2pp |
| Annual return | 20.84% | 20.02%+0.8pp | 19.96%+0.9pp | 172.34%-151.5pp |
| Employer contribution / active EE | $2,695 | $5,311-49.3% | $4,577-41.1% | $4,379-38.4% |
| Participant deferral / active EE | $6,980 | $7,113-1.9% | $6,326+10.3% | $6,730+3.7% |
| Admin fee / account holder | $8,463 | $20,916-59.5% | $17,523-51.7% | $14,365-41.1% |