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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 | $124,718 | $174,379-28.5% | $152,093-18.0% | $138,895-10.2% |
| Participation rate | 80.0% | 81.6%-1.6pp | 77.8%+2.2pp | 79.9%+0.1pp |
| Annual return | 16.40% | 74.86%-58.5pp | 66.36%-50.0pp | 145.39%-129.0pp |
| Employer contribution / active EE | $2,935 | $4,652-36.9% | $4,175-29.7% | $4,194-30.0% |
| Participant deferral / active EE | $6,950 | $6,159+12.8% | $5,451+27.5% | $6,396+8.7% |
| Admin fee / account holder | $26,675 | $16,880+58.0% | $14,497+84.0% | $12,562+112.3% |