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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 | $127,269 | $156,398-18.6% | $147,318-13.6% | $138,895-8.4% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 18.05% | 78.75%-60.7pp | 70.43%-52.4pp | 145.39%-127.3pp |
| Employer contribution / active EE | $3,396 | $4,853-30.0% | $4,593-26.1% | $4,194-19.0% |
| Participant deferral / active EE | $8,508 | $8,237+3.3% | $7,906+7.6% | $6,396+33.0% |
| Admin fee / account holder | $1,680 | $14,976-88.8% | $13,708-87.7% | $12,562-86.6% |