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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 | $139,348 | $181,062-23.0% | $158,223-11.9% | $155,188-10.2% |
| Participation rate | 83.3% | 82.7%+0.7pp | 79.2%+4.1pp | 80.8%+2.5pp |
| Annual return | 15.57% | 57.39%-41.8pp | 52.09%-36.5pp | 148.84%-133.3pp |
| Employer contribution / active EE | $2,045 | $4,565-55.2% | $4,109-50.2% | $4,248-51.9% |
| Participant deferral / active EE | $8,376 | $6,134+36.5% | $5,467+53.2% | $6,531+28.2% |
| Admin fee / account holder | $2,602 | $18,825-86.2% | $16,047-83.8% | $14,480-82.0% |