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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 | $138,312-14.0% | $122,979-3.3% | $155,188-23.4% |
| Participation rate | 82.4% | 80.2%+2.2pp | 77.2%+5.2pp | 80.8%+1.5pp |
| Annual return | 14.94% | 22.06%-7.1pp | 20.12%-5.2pp | 148.84%-133.9pp |
| Employer contribution / active EE | $3,623 | $3,530+2.6% | $3,062+18.3% | $4,248-14.7% |
| Participant deferral / active EE | $6,430 | $5,592+15.0% | $5,003+28.5% | $6,531-1.5% |
| Admin fee / account holder | $25,396 | $15,089+68.3% | $12,864+97.4% | $14,480+75.4% |