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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 | $124,716 | $156,398-20.3% | $147,318-15.3% | $138,895-10.2% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 79.9%+9.0pp |
| Annual return | 15.11% | 78.75%-63.6pp | 70.43%-55.3pp | 145.39%-130.3pp |
| Employer contribution / active EE | $1,892 | $4,853-61.0% | $4,593-58.8% | $4,194-54.9% |
| Participant deferral / active EE | $7,801 | $8,237-5.3% | $7,906-1.3% | $6,396+22.0% |
| Admin fee / account holder | $416 | $14,976-97.2% | $13,708-97.0% | $12,562-96.7% |