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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 | $138,178 | $174,379-20.8% | $152,093-9.1% | $138,895-0.5% |
| Participation rate | 85.7% | 81.6%+4.1pp | 77.8%+7.9pp | 79.9%+5.8pp |
| Annual return | 15.76% | 74.86%-59.1pp | 66.36%-50.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $10,595 | $4,652+127.8% | $4,175+153.8% | $4,194+152.6% |
| Participant deferral / active EE | $10,768 | $6,159+74.8% | $5,451+97.5% | $6,396+68.4% |
| Admin fee / account holder | $2,025 | $16,880-88.0% | $14,497-86.0% | $12,562-83.9% |