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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 | $118,890 | $126,661-6.1% | $113,397+4.8% | $138,895-14.4% |
| Participation rate | 82.4% | 79.4%+2.9pp | 76.5%+5.9pp | 79.9%+2.4pp |
| Annual return | 14.94% | 25.05%-10.1pp | 23.20%-8.3pp | 145.39%-130.5pp |
| Employer contribution / active EE | $3,623 | $3,456+4.8% | $2,977+21.7% | $4,194-13.6% |
| Participant deferral / active EE | $6,430 | $5,693+13.0% | $5,076+26.7% | $6,396+0.5% |
| Admin fee / account holder | $25,396 | $14,549+74.5% | $11,957+112.4% | $12,562+102.2% |