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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 | $137,614 | $184,014-25.2% | $161,149-14.6% | $138,895-0.9% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.8%-2.4pp | 79.9%-3.4pp |
| Annual return | 17.82% | 21.52%-3.7pp | 21.16%-3.3pp | 145.39%-127.6pp |
| Employer contribution / active EE | $3,761 | $5,055-25.6% | $4,360-13.7% | $4,194-10.3% |
| Participant deferral / active EE | $10,754 | $6,909+55.6% | $6,153+74.8% | $6,396+68.1% |
| Admin fee / account holder | $355 | $18,027-98.0% | $15,194-97.7% | $12,562-97.2% |