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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 | $156,398-21.0% | $147,318-16.1% | $138,895-11.0% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 20.04% | 78.75%-58.7pp | 70.43%-50.4pp | 145.39%-125.4pp |
| Employer contribution / active EE | $5,088 | $4,853+4.8% | $4,593+10.8% | $4,194+21.3% |
| Participant deferral / active EE | $6,536 | $8,237-20.7% | $7,906-17.3% | $6,396+2.2% |
| Admin fee / account holder | $1,048 | $14,976-93.0% | $13,708-92.4% | $12,562-91.7% |