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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 | $138,312-12.8% | $122,979-2.0% | $155,188-22.3% |
| Participation rate | 82.6% | 80.2%+2.4pp | 77.2%+5.4pp | 80.8%+1.8pp |
| Annual return | 14.88% | 22.06%-7.2pp | 20.12%-5.2pp | 148.84%-134.0pp |
| Employer contribution / active EE | $6,827 | $3,530+93.4% | $3,062+122.9% | $4,248+60.7% |
| Participant deferral / active EE | $5,148 | $5,592-8.0% | $5,003+2.9% | $6,531-21.2% |
| Admin fee / account holder | $120,686 | $15,089+699.8% | $12,864+838.1% | $14,480+733.5% |