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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 | $122,705 | $184,014-33.3% | $161,149-23.9% | $138,895-11.7% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.8%+4.5pp | 79.9%+3.4pp |
| Annual return | 14.07% | 21.52%-7.5pp | 21.16%-7.1pp | 145.39%-131.3pp |
| Employer contribution / active EE | $3,824 | $5,055-24.4% | $4,360-12.3% | $4,194-8.8% |
| Participant deferral / active EE | $11,517 | $6,909+66.7% | $6,153+87.2% | $6,396+80.1% |
| Admin fee / account holder | $451 | $18,027-97.5% | $15,194-97.0% | $12,562-96.4% |