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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 | $129,267 | $106,864+21.0% | $147,318-12.3% | $82,637+56.4% |
| Participation rate | 75.0% | 75.5%-0.5pp | 82.1%-7.1pp | 68.1%+6.9pp |
| Annual return | 17.73% | 27.49%-9.8pp | 70.43%-52.7pp | 53.51%-35.8pp |
| Employer contribution / active EE | $2,857 | $3,417-16.4% | $4,593-37.8% | $2,552+12.0% |
| Participant deferral / active EE | $6,280 | $6,496-3.3% | $7,906-20.6% | $4,126+52.2% |
| Admin fee / account holder | $19,898 | $8,415+136.5% | $13,708+45.2% | $7,339+171.1% |