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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 | $213,785-42.6% | $185,441-33.8% | $155,188-20.9% |
| Participation rate | 83.3% | 83.2%+0.1pp | 80.3%+3.1pp | 80.8%+2.5pp |
| Annual return | 14.07% | 19.97%-5.9pp | 20.16%-6.1pp | 148.84%-134.8pp |
| Employer contribution / active EE | $3,824 | $5,393-29.1% | $4,672-18.2% | $4,248-10.0% |
| Participant deferral / active EE | $11,517 | $6,864+67.8% | $6,152+87.2% | $6,531+76.3% |
| Admin fee / account holder | $451 | $21,134-97.9% | $17,890-97.5% | $14,480-96.9% |