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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 | $134,210 | $154,228-13.0% | $145,433-7.7% | $137,256-2.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 21.23% | 74.59%-53.4pp | 66.58%-45.3pp | 220.34%-199.1pp |
| Employer contribution / active EE | $4,533 | $4,804-5.6% | $4,554-0.5% | $4,156+9.1% |
| Participant deferral / active EE | $10,499 | $8,216+27.8% | $7,897+32.9% | $6,407+63.9% |
| Admin fee / account holder | $478 | $14,344-96.7% | $13,129-96.4% | $12,270-96.1% |