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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 | $127,159 | $156,398-18.7% | $147,318-13.7% | $138,895-8.4% |
| Participation rate | 87.5% | 83.8%+3.7pp | 82.1%+5.4pp | 79.9%+7.6pp |
| Annual return | 17.40% | 78.75%-61.3pp | 70.43%-53.0pp | 145.39%-128.0pp |
| Employer contribution / active EE | $3,862 | $4,853-20.4% | $4,593-15.9% | $4,194-7.9% |
| Participant deferral / active EE | $5,913 | $8,237-28.2% | $7,906-25.2% | $6,396-7.5% |
| Admin fee / account holder | $6,287 | $14,976-58.0% | $13,708-54.1% | $12,562-50.0% |