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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 | $114,381 | $174,379-34.4% | $152,093-24.8% | $138,895-17.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 19.76% | 74.86%-55.1pp | 66.36%-46.6pp | 145.39%-125.6pp |
| Employer contribution / active EE | $2,668 | $4,652-42.6% | $4,175-36.1% | $4,194-36.4% |
| Participant deferral / active EE | $8,494 | $6,159+37.9% | $5,451+55.8% | $6,396+32.8% |
| Admin fee / account holder | $1,095 | $16,880-93.5% | $14,497-92.4% | $12,562-91.3% |