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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 | $135,826 | $106,280+27.8% | $96,538+40.7% | $139,487-2.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 18.25% | 38.48%-20.2pp | 35.74%-17.5pp | 373.84%-355.6pp |
| Employer contribution / active EE | $4,483 | $4,107+9.1% | $3,740+19.9% | $4,755-5.7% |
| Participant deferral / active EE | $7,226 | $5,457+32.4% | $4,880+48.1% | $6,713+7.7% |
| Admin fee / account holder | $1,813 | $7,888-77.0% | $6,737-73.1% | $11,407-84.1% |