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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 | $128,626 | $126,661+1.6% | $113,397+13.4% | $138,895-7.4% |
| Participation rate | 85.7% | 79.4%+6.3pp | 76.5%+9.2pp | 79.9%+5.8pp |
| Annual return | 16.11% | 25.05%-8.9pp | 23.20%-7.1pp | 145.39%-129.3pp |
| Employer contribution / active EE | $3,318 | $3,456-4.0% | $2,977+11.4% | $4,194-20.9% |
| Participant deferral / active EE | $11,166 | $5,693+96.2% | $5,076+120.0% | $6,396+74.6% |
| Admin fee / account holder | $26,879 | $14,549+84.7% | $11,957+124.8% | $12,562+114.0% |