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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 | $120,923 | $184,014-34.3% | $161,149-25.0% | $138,895-12.9% |
| Participation rate | 93.8% | 82.1%+11.7pp | 78.8%+14.9pp | 79.9%+13.8pp |
| Annual return | 15.96% | 21.52%-5.6pp | 21.16%-5.2pp | 145.39%-129.4pp |
| Employer contribution / active EE | $6,695 | $5,055+32.4% | $4,360+53.6% | $4,194+59.6% |
| Participant deferral / active EE | $7,007 | $6,909+1.4% | $6,153+13.9% | $6,396+9.5% |
| Admin fee / account holder | $8,123 | $18,027-54.9% | $15,194-46.5% | $12,562-35.3% |