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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 | $178,174-23.0% | $156,181-12.2% | $137,256-0.1% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.8%+10.1pp | 80.0%+8.9pp |
| Annual return | 20.84% | 84.19%-63.3pp | 64.87%-44.0pp | 220.34%-199.5pp |
| Employer contribution / active EE | $2,695 | $4,972-45.8% | $4,294-37.2% | $4,156-35.1% |
| Participant deferral / active EE | $6,980 | $6,888+1.3% | $6,132+13.8% | $6,407+8.9% |
| Admin fee / account holder | $8,463 | $17,404-51.4% | $14,586-42.0% | $12,270-31.0% |