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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 | $132,901 | $154,228-13.8% | $145,433-8.6% | $137,256-3.2% |
| Participation rate | 83.3% | 83.8%-0.5pp | 82.1%+1.2pp | 80.0%+3.4pp |
| Annual return | 16.04% | 74.59%-58.5pp | 66.58%-50.5pp | 220.34%-204.3pp |
| Employer contribution / active EE | $6,487 | $4,804+35.0% | $4,554+42.4% | $4,156+56.1% |
| Participant deferral / active EE | $12,947 | $8,216+57.6% | $7,897+63.9% | $6,407+102.1% |
| Admin fee / account holder | $3,335 | $14,344-76.7% | $13,129-74.6% | $12,270-72.8% |