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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 | $120,540 | $136,860-11.9% | $120,344+0.2% | $154,746-22.1% |
| Participation rate | 82.6% | 79.9%+2.7pp | 76.7%+5.9pp | 80.7%+1.9pp |
| Annual return | 14.88% | 21.38%-6.5pp | 20.30%-5.4pp | 172.34%-157.5pp |
| Employer contribution / active EE | $6,827 | $3,533+93.2% | $3,020+126.0% | $4,379+55.9% |
| Participant deferral / active EE | $5,148 | $5,793-11.1% | $5,135+0.2% | $6,730-23.5% |
| Admin fee / account holder | $120,686 | $15,393+684.1% | $12,742+847.2% | $14,365+740.1% |