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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 | $132,387 | $156,398-15.4% | $147,318-10.1% | $138,895-4.7% |
| Participation rate | 84.2% | 83.8%+0.5pp | 82.1%+2.1pp | 79.9%+4.3pp |
| Annual return | 20.84% | 78.75%-57.9pp | 70.43%-49.6pp | 145.39%-124.6pp |
| Employer contribution / active EE | $3,265 | $4,853-32.7% | $4,593-28.9% | $4,194-22.2% |
| Participant deferral / active EE | $11,244 | $8,237+36.5% | $7,906+42.2% | $6,396+75.8% |
| Admin fee / account holder | $2,047 | $14,976-86.3% | $13,708-85.1% | $12,562-83.7% |