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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 | $121,810 | $174,379-30.1% | $152,093-19.9% | $138,895-12.3% |
| Participation rate | 88.2% | 81.6%+6.6pp | 77.8%+10.5pp | 79.9%+8.3pp |
| Annual return | 17.72% | 74.86%-57.1pp | 66.36%-48.6pp | 145.39%-127.7pp |
| Employer contribution / active EE | $6,901 | $4,652+48.3% | $4,175+65.3% | $4,194+64.5% |
| Participant deferral / active EE | $5,830 | $6,159-5.3% | $5,451+6.9% | $6,396-8.9% |
| Admin fee / account holder | $1,423 | $16,880-91.6% | $14,497-90.2% | $12,562-88.7% |