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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 | $127,046 | $154,228-17.6% | $145,433-12.6% | $137,256-7.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 17.86% | 74.59%-56.7pp | 66.58%-48.7pp | 220.34%-202.5pp |
| Employer contribution / active EE | $4,347 | $4,804-9.5% | $4,554-4.5% | $4,156+4.6% |
| Participant deferral / active EE | $9,640 | $8,216+17.3% | $7,897+22.1% | $6,407+50.5% |
| Admin fee / account holder | $6,621 | $14,344-53.8% | $13,129-49.6% | $12,270-46.0% |