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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 | $128,262 | $174,379-26.4% | $152,093-15.7% | $138,895-7.7% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 17.81% | 74.86%-57.0pp | 66.36%-48.5pp | 145.39%-127.6pp |
| Employer contribution / active EE | $2,407 | $4,652-48.3% | $4,175-42.3% | $4,194-42.6% |
| Participant deferral / active EE | $6,159 | $6,1590% | $5,451+13.0% | $6,396-3.7% |
| Admin fee / account holder | $12,592 | $16,880-25.4% | $14,497-13.1% | $12,562+0.2% |