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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 | $125,252 | $155,555-19.5% | $146,866-14.7% | $155,188-19.3% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.5%+5.0pp | 80.8%+6.7pp |
| Annual return | 11.47% | 115.41%-103.9pp | 102.85%-91.4pp | 148.84%-137.4pp |
| Employer contribution / active EE | $1,322 | $4,647-71.6% | $4,425-70.1% | $4,248-68.9% |
| Participant deferral / active EE | $3,858 | $8,044-52.0% | $7,759-50.3% | $6,531-40.9% |
| Admin fee / account holder | $887 | $14,755-94.0% | $13,620-93.5% | $14,480-93.9% |