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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 | $110,088 | $126,661-13.1% | $113,397-2.9% | $138,895-20.7% |
| Participation rate | 83.3% | 79.4%+3.9pp | 76.5%+6.8pp | 79.9%+3.4pp |
| Annual return | 11.88% | 25.05%-13.2pp | 23.20%-11.3pp | 145.39%-133.5pp |
| Employer contribution / active EE | $1,460 | $3,456-57.8% | $2,977-51.0% | $4,194-65.2% |
| Participant deferral / active EE | $6,063 | $5,693+6.5% | $5,076+19.4% | $6,396-5.2% |
| Admin fee / account holder | $21,121 | $14,549+45.2% | $11,957+76.6% | $12,562+68.1% |