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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 | $135,021 | $172,111-21.5% | $150,298-10.2% | $137,256-1.6% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | 19.93% | 69.37%-49.4pp | 62.79%-42.9pp | 220.34%-200.4pp |
| Employer contribution / active EE | $2,926 | $4,636-36.9% | $4,154-29.6% | $4,156-29.6% |
| Participant deferral / active EE | $8,167 | $6,166+32.5% | $5,453+49.8% | $6,407+27.5% |
| Admin fee / account holder | $334 | $16,471-98.0% | $14,116-97.6% | $12,270-97.3% |