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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 | $130,536 | $154,228-15.4% | $145,433-10.2% | $137,256-4.9% |
| Participation rate | 77.8% | 83.8%-6.0pp | 82.1%-4.3pp | 80.0%-2.2pp |
| Annual return | 12.74% | 74.59%-61.8pp | 66.58%-53.8pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,775 | $4,804-63.0% | $4,554-61.0% | $4,156-57.3% |
| Participant deferral / active EE | $7,559 | $8,216-8.0% | $7,897-4.3% | $6,407+18.0% |
| Admin fee / account holder | $25,860 | $14,344+80.3% | $13,129+97.0% | $12,270+110.8% |