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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 | $108,001 | $97,289+11.0% | $92,805+16.4% | $155,188-30.4% |
| Participation rate | 85.7% | 84.2%+1.5pp | 83.5%+2.2pp | 80.8%+4.9pp |
| Annual return | 19.97% | 29.03%-9.1pp | 31.59%-11.6pp | 148.84%-128.9pp |
| Employer contribution / active EE | $13,339 | $3,632+267.3% | $3,424+289.6% | $4,248+214.0% |
| Participant deferral / active EE | $9,393 | $8,795+6.8% | $8,448+11.2% | $6,531+43.8% |
| Admin fee / account holder | $791 | $12,015-93.4% | $10,911-92.8% | $14,480-94.5% |