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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 | $130,805 | $181,896-28.1% | $156,551-16.4% | $273,972-52.3% |
| Participation rate | 86.4% | 88.4%-2.0pp | 84.0%+2.3pp | 83.0%+3.3pp |
| Annual return | 11.67% | 30.74%-19.1pp | 32.23%-20.6pp | 41.46%-29.8pp |
| Employer contribution / active EE | $7,077 | $6,248+13.3% | $5,501+28.6% | $4,869+45.4% |
| Participant deferral / active EE | $5,642 | $5,550+1.6% | $4,871+15.8% | $5,287+6.7% |
| Admin fee / account holder | $319 | $15,560-97.9% | $13,028-97.6% | $10,133-96.9% |