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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 | $134,426 | $174,379-22.9% | $152,093-11.6% | $138,895-3.2% |
| Participation rate | 81.8% | 81.6%+0.2pp | 77.8%+4.1pp | 79.9%+1.9pp |
| Annual return | 17.53% | 74.86%-57.3pp | 66.36%-48.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $1,373 | $4,652-70.5% | $4,175-67.1% | $4,194-67.3% |
| Participant deferral / active EE | $5,537 | $6,159-10.1% | $5,451+1.6% | $6,396-13.4% |
| Admin fee / account holder | $1,338 | $16,880-92.1% | $14,497-90.8% | $12,562-89.3% |