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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 | $115,713 | $124,425-7.0% | $112,040+3.3% | $137,256-15.7% |
| Participation rate | 95.7% | 79.3%+16.3pp | 76.5%+19.2pp | 80.0%+15.7pp |
| Annual return | 12.67% | 24.72%-12.0pp | 24.52%-11.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $5,036 | $3,411+47.6% | $2,954+70.5% | $4,156+21.2% |
| Participant deferral / active EE | $9,097 | $5,718+59.1% | $5,098+78.5% | $6,407+42.0% |
| Admin fee / account holder | $16,788 | $15,207+10.4% | $12,098+38.8% | $12,270+36.8% |