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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 | $166,486 | $275,752-39.6% | $256,809-35.2% | $198,609-16.2% |
| Participation rate | 88.9% | 89.2%-0.3pp | 88.5%+0.4pp | 82.4%+6.5pp |
| Annual return | 13.58% | 34.81%-21.2pp | 32.73%-19.1pp | 202.70%-189.1pp |
| Employer contribution / active EE | $6,064 | $7,721-21.5% | $7,263-16.5% | $5,055+19.9% |
| Participant deferral / active EE | $5,700 | $10,037-43.2% | $9,520-40.1% | $6,977-18.3% |
| Admin fee / account holder | $29,176 | $25,716+13.5% | $25,146+16.0% | $19,030+53.3% |