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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 | $147,668 | $114,237+29.3% | $119,258+23.8% | $167,518-11.8% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.6pp | 82.1%+1.2pp |
| Annual return | 12.01% | 29.87%-17.9pp | 30.69%-18.7pp | 478.71%-466.7pp |
| Employer contribution / active EE | $4,872 | $4,481+8.7% | $4,384+11.1% | $4,838+0.7% |
| Participant deferral / active EE | $5,485 | $6,084-9.9% | $6,111-10.3% | $6,342-13.5% |
| Admin fee / account holder | $1,459 | $8,932-83.7% | $7,226-79.8% | $12,312-88.2% |