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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 | $128,917 | $153,769-16.2% | $133,975-3.8% | $273,972-52.9% |
| Participation rate | 95.8% | 88.4%+7.5pp | 87.1%+8.8pp | 83.0%+12.8pp |
| Annual return | 11.63% | 36.51%-24.9pp | 29.29%-17.7pp | 41.46%-29.8pp |
| Employer contribution / active EE | $3,788 | $6,029-37.2% | $5,211-27.3% | $4,869-22.2% |
| Participant deferral / active EE | $14,065 | $6,958+102.1% | $6,282+123.9% | $5,287+166.0% |
| Admin fee / account holder | $1,744 | $11,765-85.2% | $9,324-81.3% | $10,133-82.8% |