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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 | $117,433 | $114,119+2.9% | $107,187+9.6% | $138,895-15.5% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 13.33% | 273.21%-259.9pp | 204.55%-191.2pp | 145.39%-132.1pp |
| Employer contribution / active EE | $1,334 | $4,059-67.1% | $3,782-64.7% | $4,194-68.2% |
| Participant deferral / active EE | $3,647 | $5,538-34.1% | $5,096-28.4% | $6,396-43.0% |
| Admin fee / account holder | $605 | $10,024-94.0% | $9,162-93.4% | $12,562-95.2% |