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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 | $115,452 | $153,769-24.9% | $133,975-13.8% | $273,972-57.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.1%+0.4pp | 83.0%+4.5pp |
| Annual return | 12.06% | 36.51%-24.4pp | 29.29%-17.2pp | 41.46%-29.4pp |
| Employer contribution / active EE | $5,077 | $6,029-15.8% | $5,211-2.6% | $4,869+4.3% |
| Participant deferral / active EE | $9,717 | $6,958+39.6% | $6,282+54.7% | $5,287+83.8% |
| Admin fee / account holder | $519 | $11,765-95.6% | $9,324-94.4% | $10,133-94.9% |