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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 | $123,580 | $162,136-23.8% | $152,301-18.9% | $154,746-20.1% |
| Participation rate | 85.7% | 84.1%+1.6pp | 82.4%+3.3pp | 80.7%+5.0pp |
| Annual return | 20.04% | 91.02%-71.0pp | 80.50%-60.5pp | 172.34%-152.3pp |
| Employer contribution / active EE | $5,088 | $4,890+4.1% | $4,624+10.0% | $4,379+16.2% |
| Participant deferral / active EE | $6,536 | $8,341-21.6% | $8,004-18.3% | $6,730-2.9% |
| Admin fee / account holder | $1,048 | $15,759-93.3% | $14,398-92.7% | $14,365-92.7% |